ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $334,000 | -10.5% | 5,240 | +224.3% | 0.10% | -21.0% |
| Q3 2020 | $373,000 | +6.9% | 1,616 | -3.8% | 0.12% | -0.8% |
| Q2 2020 | $349,000 | -62.7% | 1,680 | -70.3% | 0.12% | -71.1% |
| Q1 2020 | $935,000 | -20.1% | 5,663 | -6.3% | 0.43% | -5.5% |
| Q4 2019 | $1,170,000 | +18.9% | 6,042 | +10.5% | 0.46% | +5.8% |
| Q3 2019 | $984,000 | +7.1% | 5,468 | +6.7% | 0.43% | +1.6% |
| Q2 2019 | $919,000 | +13.5% | 5,125 | +9.0% | 0.42% | +5.2% |
| Q1 2019 | $810,000 | +22.2% | 4,701 | +6.8% | 0.40% | +3.3% |
| Q4 2018 | $663,000 | -26.1% | 4,400 | -13.1% | 0.39% | -19.4% |
| Q3 2018 | $897,000 | +18.0% | 5,061 | +8.3% | 0.48% | +5.9% |
| Q2 2018 | $760,000 | +17.8% | 4,675 | +12.4% | 0.46% | +13.1% |
| Q1 2018 | $645,000 | +7.7% | 4,158 | +6.0% | 0.40% | +11.0% |
| Q4 2017 | $599,000 | +22.0% | 3,923 | +14.6% | 0.36% | +14.4% |
| Q3 2017 | $491,000 | +25.6% | 3,424 | +19.8% | 0.32% | +44.3% |
| Q2 2017 | $391,000 | +17.4% | 2,858 | +13.0% | 0.22% | +7.8% |
| Q1 2017 | $333,000 | +32.1% | 2,529 | +22.3% | 0.20% | +20.6% |
| Q4 2016 | $252,000 | – | 2,068 | – | 0.17% | – |
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% |