ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,257 | +96956.9% | 5,660 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $399 | +9.0% | 5,660 | -0.7% | 0.09% | +13.0% |
| Q1 2023 | $366 | +9.9% | 5,700 | 0.0% | 0.08% | +2.7% |
| Q4 2022 | $333 | -99.9% | 5,700 | 0.0% | 0.08% | -7.4% |
| Q3 2022 | $350,000 | -10.7% | 5,700 | -10.9% | 0.08% | -8.0% |
| Q2 2022 | $392,000 | -25.6% | 6,400 | -7.2% | 0.09% | -12.9% |
| Q1 2022 | $527,000 | -8.5% | 6,900 | 0.0% | 0.10% | -9.0% |
| Q4 2021 | $576,000 | +12.9% | 6,900 | 0.0% | 0.11% | +15.6% |
| Q3 2021 | $510,000 | -37.3% | 6,900 | -37.2% | 0.10% | -45.1% |
| Q2 2021 | $814,000 | +71.7% | 10,988 | +52.7% | 0.18% | +69.9% |
| Q1 2021 | $474,000 | +5.6% | 7,198 | +1.1% | 0.10% | -1.0% |
| Q4 2020 | $449,000 | +12.8% | 7,122 | +311.0% | 0.10% | -10.3% |
| Q3 2020 | $398,000 | +6.4% | 1,733 | 0.0% | 0.12% | +5.5% |
| Q2 2020 | $374,000 | +17.2% | 1,733 | +10.0% | 0.11% | +8.9% |
| Q4 2019 | $319,000 | +15.2% | 1,575 | +2.9% | 0.10% | +6.3% |
| Q2 2019 | $277,000 | +1.1% | 1,530 | -19.9% | 0.10% | -18.1% |
| Q3 2017 | $274,000 | +33.0% | 1,909 | +26.9% | 0.12% | +13.7% |
| Q2 2017 | $206,000 | +1.0% | 1,504 | 0.0% | 0.10% | +14.6% |
| Q1 2017 | $204,000 | – | 1,504 | – | 0.09% | – |
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% |