ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $800,711 | -2.5% | 11,703 | +0.4% | 0.14% | -4.7% |
Q2 2023 | $821,506 | +10.3% | 11,656 | +0.0% | 0.15% | -2.0% |
Q1 2023 | $744,666 | +9.2% | 11,655 | 0.0% | 0.15% | +8.6% |
Q4 2022 | $681,807 | +1.2% | 11,655 | +0.0% | 0.14% | -1.4% |
Q3 2022 | $674,000 | -4.1% | 11,654 | 0.0% | 0.14% | +10.2% |
Q2 2022 | $703,000 | -21.0% | 11,654 | +0.0% | 0.13% | -9.2% |
Q1 2022 | $890,000 | -8.7% | 11,653 | 0.0% | 0.14% | -6.6% |
Q4 2021 | $975,000 | +13.2% | 11,653 | 0.0% | 0.15% | +7.1% |
Q3 2021 | $861,000 | +1.7% | 11,653 | 0.0% | 0.14% | +0.7% |
Q2 2021 | $847,000 | +11.6% | 11,653 | +0.0% | 0.14% | +3.7% |
Q1 2021 | $759,000 | +2.0% | 11,652 | 0.0% | 0.14% | -6.9% |
Q4 2020 | $744,000 | +8.3% | 11,652 | +291.7% | 0.14% | -2.7% |
Q3 2020 | $687,000 | +11.3% | 2,975 | 0.0% | 0.15% | +4.2% |
Q2 2020 | $617,000 | +25.7% | 2,975 | 0.0% | 0.14% | +1.4% |
Q1 2020 | $491,000 | -18.3% | 2,975 | -4.1% | 0.14% | -0.7% |
Q4 2019 | $601,000 | +7.7% | 3,102 | +0.0% | 0.14% | -7.8% |
Q3 2019 | $558,000 | -1.4% | 3,101 | -1.8% | 0.15% | +2.0% |
Q2 2019 | $566,000 | +4.0% | 3,158 | +0.0% | 0.15% | -8.5% |
Q1 2019 | $544,000 | -7.8% | 3,157 | -19.4% | 0.16% | -17.9% |
Q4 2018 | $590,000 | -18.3% | 3,918 | -3.8% | 0.20% | -18.3% |
Q3 2018 | $722,000 | +13.5% | 4,073 | +4.2% | 0.25% | +11.8% |
Q2 2018 | $636,000 | -0.9% | 3,909 | -5.6% | 0.22% | +7.3% |
Q1 2018 | $642,000 | -10.8% | 4,140 | -12.2% | 0.20% | -11.3% |
Q4 2017 | $720,000 | -5.1% | 4,715 | -10.9% | 0.23% | -8.7% |
Q3 2017 | $759,000 | +14.3% | 5,293 | +9.2% | 0.25% | +2.0% |
Q2 2017 | $664,000 | +0.6% | 4,848 | -3.3% | 0.25% | -3.9% |
Q1 2017 | $660,000 | -13.8% | 5,016 | -20.3% | 0.26% | -20.1% |
Q4 2016 | $766,000 | -1.8% | 6,290 | -1.9% | 0.32% | -5.8% |
Q3 2016 | $780,000 | +3.4% | 6,414 | -0.9% | 0.34% | -0.9% |
Q2 2016 | $754,000 | -11.0% | 6,470 | -11.4% | 0.35% | -25.3% |
Q1 2016 | $847,000 | -76.5% | 7,306 | -76.5% | 0.46% | -77.6% |
Q4 2015 | $3,597,000 | +6.0% | 31,060 | -1.3% | 2.07% | -4.0% |
Q3 2015 | $3,394,000 | -5.6% | 31,481 | -0.3% | 2.16% | -3.1% |
Q2 2015 | $3,596,000 | -1.3% | 31,579 | -1.2% | 2.22% | -0.6% |
Q1 2015 | $3,643,000 | +10.2% | 31,969 | +8.0% | 2.24% | -4.4% |
Q4 2014 | $3,305,000 | +5.0% | 29,613 | +0.5% | 2.34% | -3.1% |
Q3 2014 | $3,148,000 | +0.6% | 29,471 | -0.9% | 2.41% | -1.3% |
Q2 2014 | $3,128,000 | +1.7% | 29,733 | -3.5% | 2.45% | -4.9% |
Q1 2014 | $3,077,000 | -4.4% | 30,822 | -5.5% | 2.57% | -4.5% |
Q4 2013 | $3,220,000 | +7.9% | 32,608 | -2.4% | 2.70% | -5.2% |
Q3 2013 | $2,985,000 | – | 33,399 | – | 2.84% | – |
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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% |