ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $664,209 | -0.1% | 11,354 | -1.2% | 0.00% | -25.0% |
| Q3 2022 | $665,000 | -3.2% | 11,491 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $687,000 | -10.8% | 11,378 | +12.9% | 0.00% | 0.0% |
| Q1 2022 | $770,000 | -31.4% | 10,077 | -37.5% | 0.00% | -20.0% |
| Q4 2021 | $1,123,000 | +38.3% | 16,131 | +46.8% | 0.01% | +25.0% |
| Q3 2021 | $812,000 | +2.4% | 10,988 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $793,000 | +14.1% | 10,898 | +2.0% | 0.00% | 0.0% |
| Q1 2021 | $695,000 | -38.7% | 10,680 | -39.8% | 0.00% | -42.9% |
| Q4 2020 | $1,133,000 | +44.5% | 17,751 | +423.5% | 0.01% | +16.7% |
| Q3 2020 | $784,000 | +8.7% | 3,391 | -2.4% | 0.01% | 0.0% |
| Q2 2020 | $721,000 | +0.1% | 3,475 | -20.4% | 0.01% | -14.3% |
| Q1 2020 | $720,000 | -23.6% | 4,365 | -10.3% | 0.01% | -12.5% |
| Q4 2019 | $942,000 | +95.4% | 4,864 | +81.4% | 0.01% | +60.0% |
| Q3 2019 | $482,000 | +5.7% | 2,682 | +5.4% | 0.01% | 0.0% |
| Q2 2019 | $456,000 | +15.4% | 2,545 | +11.0% | 0.01% | +25.0% |
| Q1 2019 | $395,000 | +91.7% | 2,292 | +67.4% | 0.00% | +33.3% |
| Q4 2018 | $206,000 | – | 1,369 | – | 0.00% | – |
Download | ||||||
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% |