ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $926,270 | -3.1% | 13,538 | -0.2% | 0.50% | +1.6% |
| Q2 2023 | $956,061 | +14.9% | 13,565 | +4.2% | 0.49% | +7.0% |
| Q1 2023 | $832,039 | +5.2% | 13,023 | -3.6% | 0.46% | -1.7% |
| Q4 2022 | $790,628 | +7.9% | 13,515 | +6.6% | 0.46% | -2.5% |
| Q3 2022 | $733,000 | -9.2% | 12,674 | -5.2% | 0.48% | +10.2% |
| Q2 2022 | $807,000 | -22.0% | 13,372 | -1.4% | 0.43% | -10.0% |
| Q1 2022 | $1,035,000 | -9.4% | 13,555 | -0.6% | 0.48% | -0.8% |
| Q4 2021 | $1,142,000 | +11.6% | 13,643 | -1.5% | 0.48% | -0.6% |
| Q3 2021 | $1,023,000 | -2.5% | 13,847 | -4.0% | 0.49% | -1.0% |
| Q2 2021 | $1,049,000 | +9.8% | 14,423 | -1.6% | 0.49% | +3.2% |
| Q1 2021 | $955,000 | +1.8% | 14,661 | -0.2% | 0.48% | -4.6% |
| Q4 2020 | $938,000 | +8.9% | 14,692 | +294.1% | 0.50% | -6.6% |
| Q3 2020 | $861,000 | +7.9% | 3,728 | -3.1% | 0.53% | -2.0% |
| Q2 2020 | $798,000 | +41.7% | 3,848 | +12.8% | 0.54% | +11.5% |
| Q1 2020 | $563,000 | -2.3% | 3,411 | +14.7% | 0.49% | +24.4% |
| Q4 2019 | $576,000 | +1.9% | 2,974 | -5.2% | 0.39% | -4.4% |
| Q3 2019 | $565,000 | +0.4% | 3,137 | -0.2% | 0.41% | +0.5% |
| Q2 2019 | $563,000 | +3.5% | 3,143 | -0.5% | 0.41% | -1.2% |
| Q1 2019 | $544,000 | +14.3% | 3,158 | -0.1% | 0.41% | -2.8% |
| Q4 2018 | $476,000 | -15.9% | 3,161 | -1.1% | 0.43% | -0.9% |
| Q3 2018 | $566,000 | +6.4% | 3,195 | -2.3% | 0.43% | +0.9% |
| Q2 2018 | $532,000 | -3.4% | 3,270 | -7.9% | 0.43% | -3.8% |
| Q1 2018 | $551,000 | -1.8% | 3,551 | -3.4% | 0.44% | -0.9% |
| Q4 2017 | $561,000 | +1.6% | 3,675 | -4.5% | 0.45% | -4.3% |
| Q3 2017 | $552,000 | +4.3% | 3,850 | -0.4% | 0.47% | -1.7% |
| Q2 2017 | $529,000 | +7.3% | 3,867 | +3.1% | 0.48% | +3.9% |
| Q1 2017 | $493,000 | +6.7% | 3,752 | -1.2% | 0.46% | +1.3% |
| Q4 2016 | $462,000 | -1.5% | 3,797 | -1.6% | 0.45% | +4.9% |
| Q3 2016 | $469,000 | -4.7% | 3,859 | -8.5% | 0.43% | -6.7% |
| Q2 2016 | $492,000 | +6.5% | 4,219 | +5.8% | 0.46% | +0.9% |
| Q1 2016 | $462,000 | -8.0% | 3,989 | -8.1% | 0.46% | -10.4% |
| Q4 2015 | $502,000 | +4.4% | 4,339 | -2.7% | 0.51% | -3.0% |
| Q3 2015 | $481,000 | -3.4% | 4,459 | +1.9% | 0.53% | +3.1% |
| Q2 2015 | $498,000 | -7.4% | 4,378 | -7.2% | 0.51% | -8.8% |
| Q1 2015 | $538,000 | +17.2% | 4,718 | +14.7% | 0.56% | +13.4% |
| Q4 2014 | $459,000 | -4.0% | 4,115 | -8.0% | 0.49% | -7.5% |
| Q3 2014 | $478,000 | +3.9% | 4,471 | +2.1% | 0.53% | +4.5% |
| Q2 2014 | $460,000 | +10.8% | 4,377 | +5.2% | 0.51% | +9.4% |
| Q1 2014 | $415,000 | +4.8% | 4,161 | +3.6% | 0.47% | -0.6% |
| Q4 2013 | $396,000 | – | 4,015 | – | 0.47% | – |
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% |