ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $6,769,118 | +18.8% | 98,934 | +22.4% | 0.24% | +24.4% |
Q2 2023 | $5,696,814 | +15.5% | 80,828 | +4.7% | 0.20% | +11.9% |
Q1 2023 | $4,931,902 | +13.5% | 77,193 | +3.9% | 0.18% | +10.0% |
Q4 2022 | $4,344,950 | +12.3% | 74,272 | +11.0% | 0.16% | +3.2% |
Q3 2022 | $3,868,000 | -2.1% | 66,884 | +2.1% | 0.16% | +9.9% |
Q2 2022 | $3,952,000 | +9.3% | 65,508 | +38.4% | 0.14% | -28.8% |
Q1 2022 | $3,616,000 | -40.4% | 47,338 | -34.7% | 0.20% | +8.2% |
Q4 2021 | $6,064,000 | +8.0% | 72,480 | -4.6% | 0.18% | 0.0% |
Q3 2021 | $5,615,000 | +96.4% | 75,989 | +93.3% | 0.18% | +18.8% |
Q2 2021 | $2,859,000 | -12.2% | 39,320 | -21.4% | 0.15% | -18.1% |
Q1 2021 | $3,255,000 | -33.9% | 50,016 | -35.2% | 0.19% | -43.0% |
Q4 2020 | $4,922,000 | +1.4% | 77,126 | +267.1% | 0.33% | -9.3% |
Q3 2020 | $4,855,000 | +10.0% | 21,012 | -1.2% | 0.36% | +4.6% |
Q2 2020 | $4,413,000 | +23.3% | 21,272 | -1.9% | 0.35% | +4.2% |
Q1 2020 | $3,578,000 | -20.4% | 21,677 | -6.6% | 0.33% | +0.9% |
Q4 2019 | $4,493,000 | +7.1% | 23,203 | -0.5% | 0.33% | +1.2% |
Q3 2019 | $4,197,000 | -6.7% | 23,318 | -7.1% | 0.33% | -5.8% |
Q2 2019 | $4,499,000 | +7.7% | 25,105 | +3.6% | 0.35% | +3.9% |
Q1 2019 | $4,177,000 | +62.5% | 24,239 | +42.0% | 0.33% | +45.9% |
Q4 2018 | $2,571,000 | -24.5% | 17,071 | -11.2% | 0.23% | -13.6% |
Q3 2018 | $3,405,000 | +4.9% | 19,224 | -3.7% | 0.26% | -2.6% |
Q2 2018 | $3,245,000 | +7.1% | 19,962 | +2.2% | 0.27% | -7.8% |
Q1 2018 | $3,029,000 | -13.5% | 19,523 | -14.5% | 0.30% | -11.4% |
Q4 2017 | $3,502,000 | +2.5% | 22,838 | -4.1% | 0.33% | -5.4% |
Q3 2017 | $3,417,000 | +2.5% | 23,820 | -1.9% | 0.35% | -3.0% |
Q2 2017 | $3,333,000 | +2.4% | 24,271 | -1.7% | 0.36% | -2.2% |
Q1 2017 | $3,255,000 | +12.6% | 24,681 | +3.7% | 0.37% | +1.1% |
Q4 2016 | $2,890,000 | 0.0% | 23,800 | 0.0% | 0.37% | 0.0% |
Q3 2016 | $2,890,000 | +95.9% | 23,800 | +88.2% | 0.37% | +83.5% |
Q2 2016 | $1,475,000 | -24.8% | 12,646 | -25.6% | 0.20% | -8.3% |
Q1 2016 | $1,961,000 | +106.9% | 17,005 | +107.7% | 0.22% | +29.8% |
Q4 2015 | $948,000 | -42.5% | 8,187 | -46.5% | 0.17% | -33.9% |
Q3 2015 | $1,648,000 | +29.4% | 15,292 | +36.5% | 0.25% | +37.3% |
Q2 2015 | $1,274,000 | +1.0% | 11,202 | +1.2% | 0.18% | +1.1% |
Q1 2015 | $1,262,000 | +25.0% | 11,073 | +22.5% | 0.18% | +18.1% |
Q4 2014 | $1,010,000 | +12.1% | 9,038 | +7.1% | 0.16% | +9.9% |
Q3 2014 | $901,000 | +0.4% | 8,440 | -1.3% | 0.14% | +8.5% |
Q2 2014 | $897,000 | +13.3% | 8,550 | +7.7% | 0.13% | +17.1% |
Q1 2014 | $792,000 | -2.3% | 7,937 | -4.2% | 0.11% | -8.3% |
Q4 2013 | $811,000 | +7.3% | 8,289 | -2.0% | 0.12% | -0.8% |
Q3 2013 | $756,000 | – | 8,458 | – | 0.12% | – |
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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% |