ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $428,857 | -10.3% | 6,268 | -7.6% | 0.14% | -4.7% |
| Q2 2023 | $477,995 | +10.3% | 6,782 | 0.0% | 0.15% | +6.5% |
| Q1 2023 | $433,302 | +5.9% | 6,782 | -3.1% | 0.14% | +2.2% |
| Q4 2022 | $409,266 | -1.1% | 6,996 | -2.3% | 0.14% | +109.2% |
| Q3 2022 | $414,000 | -26.9% | 7,159 | -23.6% | 0.06% | -66.3% |
| Q2 2022 | $566,000 | -23.9% | 9,376 | -3.7% | 0.19% | +35.0% |
| Q1 2022 | $744,000 | -27.2% | 9,737 | -20.3% | 0.14% | -53.9% |
| Q4 2021 | $1,022,000 | +13.2% | 12,212 | +0.0% | 0.31% | +18.8% |
| Q3 2021 | $903,000 | -2.3% | 12,211 | -3.9% | 0.26% | -16.1% |
| Q2 2021 | $924,000 | +8.8% | 12,711 | -2.6% | 0.31% | +1.0% |
| Q1 2021 | $849,000 | -3.1% | 13,046 | -5.0% | 0.31% | +118.4% |
| Q4 2020 | $876,000 | +10.3% | 13,728 | +299.4% | 0.14% | -57.5% |
| Q3 2020 | $794,000 | +4.9% | 3,437 | -0.6% | 0.33% | +1.5% |
| Q2 2020 | $757,000 | +19.4% | 3,457 | -2.1% | 0.33% | -1.5% |
| Q1 2020 | $634,000 | -7.3% | 3,532 | 0.0% | 0.33% | +354.8% |
| Q4 2019 | $684,000 | +10.7% | 3,532 | +2.9% | 0.07% | -74.9% |
| Q3 2019 | $618,000 | -0.3% | 3,433 | -0.8% | 0.29% | +1611.8% |
| Q2 2019 | $620,000 | +4.0% | 3,460 | +0.0% | 0.02% | -92.9% |
| Q1 2019 | $596,000 | +1024.5% | 3,459 | -1.7% | 0.24% | +5875.0% |
| Q4 2018 | $53,000 | -91.4% | 3,518 | -1.4% | 0.00% | -98.5% |
| Q3 2018 | $619,000 | +6.7% | 3,567 | 0.0% | 0.27% | +594.9% |
| Q2 2018 | $580,000 | +4.3% | 3,567 | 0.0% | 0.04% | -86.1% |
| Q1 2018 | $556,000 | -3.6% | 3,567 | -5.6% | 0.28% | -2.8% |
| Q4 2017 | $577,000 | -0.2% | 3,777 | -6.3% | 0.29% | -6.2% |
| Q3 2017 | $578,000 | +4.9% | 4,030 | 0.0% | 0.31% | +0.7% |
| Q2 2017 | $551,000 | +4.6% | 4,030 | +0.5% | 0.31% | +31.3% |
| Q1 2017 | $527,000 | +9.1% | 4,010 | +1.0% | 0.23% | -21.0% |
| Q4 2016 | $483,000 | -15.7% | 3,969 | -15.7% | 0.30% | -18.1% |
| Q3 2016 | $573,000 | +1.1% | 4,706 | -3.2% | 0.36% | +1.7% |
| Q2 2016 | $567,000 | -3.1% | 4,863 | -3.7% | 0.35% | -16.9% |
| Q1 2016 | $585,000 | -4.1% | 5,048 | -4.2% | 0.43% | -1.2% |
| Q4 2015 | $610,000 | +7.4% | 5,267 | -0.1% | 0.43% | +18.1% |
| Q3 2015 | $568,000 | -5.0% | 5,271 | +0.4% | 0.36% | -15.3% |
| Q2 2015 | $598,000 | -0.2% | 5,250 | -0.1% | 0.43% | +0.7% |
| Q1 2015 | $599,000 | +2.4% | 5,255 | +0.2% | 0.43% | +22.3% |
| Q4 2014 | $585,000 | +5.0% | 5,242 | +0.5% | 0.35% | -16.3% |
| Q3 2014 | $557,000 | +1.5% | 5,216 | 0.0% | 0.42% | +33.5% |
| Q2 2014 | $549,000 | -8.7% | 5,216 | -13.3% | 0.31% | -26.9% |
| Q1 2014 | $601,000 | +1.2% | 6,015 | 0.0% | 0.43% | +1375.9% |
| Q4 2013 | $594,000 | +10.6% | 6,015 | +0.0% | 0.03% | -93.0% |
| Q3 2013 | $537,000 | +3.1% | 6,014 | -3.1% | 0.42% | +942.5% |
| Q2 2013 | $521,000 | – | 6,204 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,945 | $50,403,000 | 38.13% |
| HILLTOP WEALTH ADVISORS, LLC | 346,038 | $25,576,000 | 17.96% |
| Johnson Midwest Financial, LLC | 266,243 | $19,678,000 | 16.08% |
| Salomon & Ludwin, LLC | 1,331,191 | $98,388,000 | 15.30% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 362,807 | $26,815,000 | 13.50% |
| ShoreHaven Wealth Partners, LLC | 335,846 | $24,822,000 | 12.93% |
| Praetorian Wealth Management, Inc. | 495,530 | $36,625,000 | 12.41% |
| Powell Investment Advisors, LLC | 261,502 | $19,328,000 | 11.94% |
| MMA ASSET MANAGEMENT LLC | 199,004 | $14,708,000 | 11.23% |
| Carl P. Sherr & Co., LLC | 148,295 | $10,961,000 | 8.75% |