ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $763,818 | -4.1% | 11,164 | -1.2% | 0.05% | -1.9% |
| Q2 2023 | $796,471 | +17.8% | 11,301 | +6.8% | 0.05% | +8.2% |
| Q1 2023 | $675,876 | +9.3% | 10,579 | +0.1% | 0.05% | +2.1% |
| Q4 2022 | $618,290 | +0.2% | 10,569 | -0.8% | 0.05% | -9.4% |
| Q3 2022 | $617,000 | +7.3% | 10,658 | +11.8% | 0.05% | +10.4% |
| Q2 2022 | $575,000 | -16.1% | 9,534 | +0.1% | 0.05% | -4.0% |
| Q1 2022 | $685,000 | -14.6% | 9,528 | -0.6% | 0.05% | -9.1% |
| Q4 2021 | $802,000 | +13.3% | 9,584 | +0.1% | 0.06% | +3.8% |
| Q3 2021 | $708,000 | +4.4% | 9,576 | +2.7% | 0.05% | 0.0% |
| Q2 2021 | $678,000 | +11.7% | 9,323 | +0.1% | 0.05% | 0.0% |
| Q1 2021 | $607,000 | +2.2% | 9,315 | 0.0% | 0.05% | -8.6% |
| Q4 2020 | $594,000 | +10.4% | 9,315 | +300.3% | 0.06% | -17.1% |
| Q3 2020 | $538,000 | +27.8% | 2,327 | +14.6% | 0.07% | +16.7% |
| Q2 2020 | $421,000 | +25.7% | 2,030 | +0.1% | 0.06% | +3.4% |
| Q1 2020 | $335,000 | -33.5% | 2,028 | -22.1% | 0.06% | -12.1% |
| Q4 2019 | $504,000 | +7.7% | 2,603 | +0.2% | 0.07% | -1.5% |
| Q3 2019 | $468,000 | +800.0% | 2,599 | +504.4% | 0.07% | +570.0% |
| Q4 2016 | $52,000 | 0.0% | 430 | 0.0% | 0.01% | -9.1% |
| Q3 2016 | $52,000 | +4.0% | 430 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $50,000 | 0.0% | 430 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $50,000 | +19.0% | 430 | +16.8% | 0.01% | 0.0% |
| Q1 2015 | $42,000 | +2.4% | 368 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $41,000 | +5.1% | 368 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $39,000 | +225.0% | 368 | +132.9% | 0.01% | +50.0% |
| Q4 2012 | $12,000 | – | 158 | – | 0.01% | – |
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% |