ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $284,000 | -31.1% | 8,308 | +366.7% | 0.05% | -47.1% |
| Q3 2020 | $412,000 | +7.9% | 1,780 | -3.4% | 0.10% | 0.0% |
| Q2 2020 | $382,000 | +213.1% | 1,843 | +151.1% | 0.10% | +155.0% |
| Q1 2020 | $122,000 | -65.7% | 734 | -60.0% | 0.04% | -56.0% |
| Q4 2019 | $356,000 | +165.7% | 1,834 | +149.9% | 0.09% | +145.9% |
| Q3 2019 | $134,000 | -60.6% | 734 | -61.0% | 0.04% | -61.1% |
| Q2 2019 | $340,000 | -11.9% | 1,884 | -15.8% | 0.10% | -13.6% |
| Q1 2019 | $386,000 | +286.0% | 2,238 | +247.5% | 0.11% | +223.5% |
| Q4 2018 | $100,000 | -24.2% | 644 | -12.3% | 0.03% | -15.0% |
| Q3 2018 | $132,000 | +10.0% | 734 | 0.0% | 0.04% | +5.3% |
| Q2 2018 | $120,000 | -99.9% | 734 | 0.0% | 0.04% | +2.7% |
| Q1 2018 | $113,514,000 | +15.7% | 734 | +14.0% | 0.04% | +15.6% |
| Q4 2017 | $98,080,000 | +6.5% | 644 | 0.0% | 0.03% | +3.2% |
| Q3 2017 | $92,078,000 | -54.8% | 644 | -57.0% | 0.03% | -44.6% |
| Q2 2017 | $203,935,000 | +77.6% | 1,498 | +71.4% | 0.06% | +55.6% |
| Q1 2017 | $114,820,000 | +70.5% | 874 | +57.8% | 0.04% | +71.4% |
| Q4 2016 | $67,350,000 | -49.9% | 554 | -26.7% | 0.02% | +10.5% |
| Q3 2016 | $134,556,000 | +108.7% | 756 | +36.5% | 0.02% | 0.0% |
| Q2 2016 | $64,470,000 | +0.6% | 554 | +0.2% | 0.02% | 0.0% |
| Q1 2016 | $64,087,000 | -34.0% | 553 | -34.2% | 0.02% | -32.1% |
| Q4 2015 | $97,042,000 | +68.9% | 840 | +57.3% | 0.03% | +55.6% |
| Q3 2015 | $57,458,000 | -47.7% | 534 | -44.7% | 0.02% | -41.9% |
| Q2 2015 | $109,876,000 | -0.1% | 966 | 0.0% | 0.03% | 0.0% |
| Q1 2015 | $109,964,000 | +2.1% | 966 | 0.0% | 0.03% | 0.0% |
| Q4 2014 | $107,694,000 | +4.5% | 966 | 0.0% | 0.03% | +3.3% |
| Q3 2014 | $103,082,000 | +96.0% | 966 | +93.2% | 0.03% | +76.5% |
| Q2 2014 | $52,595,000 | +5.4% | 500 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $49,920,000 | +89042.9% | 500 | -12.3% | 0.02% | -10.5% |
| Q4 2013 | $56,000 | – | 570 | – | 0.02% | – |
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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% |