ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $367,000 | +1.9% | 5,637 | 0.0% | 0.10% | -3.0% |
| Q4 2020 | $360,000 | +10.8% | 5,637 | +300.9% | 0.10% | +1.0% |
| Q3 2020 | $325,000 | +8.7% | 1,406 | -2.6% | 0.10% | 0.0% |
| Q2 2020 | $299,000 | +26.2% | 1,443 | +0.6% | 0.10% | +2.0% |
| Q1 2020 | $237,000 | -14.7% | 1,435 | 0.0% | 0.10% | +2.1% |
| Q4 2019 | $278,000 | +8.6% | 1,435 | +0.9% | 0.10% | +1.1% |
| Q3 2019 | $256,000 | +0.4% | 1,422 | 0.0% | 0.10% | 0.0% |
| Q2 2019 | $255,000 | +4.5% | 1,422 | +0.4% | 0.10% | +4.4% |
| Q1 2019 | $244,000 | +17.9% | 1,416 | +3.2% | 0.09% | +5.8% |
| Q4 2018 | $207,000 | -14.1% | 1,372 | +0.7% | 0.09% | +1.2% |
| Q3 2018 | $241,000 | +8.6% | 1,363 | +0.3% | 0.08% | 0.0% |
| Q2 2018 | $222,000 | -5.9% | 1,359 | -13.1% | 0.08% | -11.5% |
| Q1 2018 | $236,000 | +14.0% | 1,563 | +15.4% | 0.10% | +11.6% |
| Q4 2017 | $207,000 | -26.9% | 1,355 | -31.2% | 0.09% | -30.1% |
| Q3 2017 | $283,000 | +5.2% | 1,970 | +0.2% | 0.12% | +3.4% |
| Q2 2017 | $269,000 | +1.9% | 1,966 | 0.0% | 0.12% | +1.7% |
| Q1 2017 | $264,000 | +5.6% | 1,966 | +0.3% | 0.12% | +6.4% |
| Q4 2016 | $250,000 | +5.5% | 1,961 | +0.5% | 0.11% | -41.5% |
| Q3 2016 | $237,000 | – | 1,951 | – | 0.19% | – |
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% |