ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $221,339 | +2.4% | 3,235 | +5.4% | 0.03% | +3.1% |
Q2 2023 | $216,233 | +10.3% | 3,068 | 0.0% | 0.03% | +3.2% |
Q1 2023 | $196,015 | +9.2% | 3,068 | 0.0% | 0.03% | 0.0% |
Q4 2022 | $179,478 | +1.4% | 3,068 | 0.0% | 0.03% | -8.8% |
Q3 2022 | $177,000 | -4.3% | 3,068 | 0.0% | 0.03% | -5.6% |
Q2 2022 | $185,000 | -20.9% | 3,068 | 0.0% | 0.04% | -16.3% |
Q1 2022 | $234,000 | -13.3% | 3,068 | -5.0% | 0.04% | -15.7% |
Q4 2021 | $270,000 | +10.2% | 3,228 | -2.8% | 0.05% | +4.1% |
Q3 2021 | $245,000 | +1.7% | 3,320 | 0.0% | 0.05% | -2.0% |
Q2 2021 | $241,000 | +2.6% | 3,320 | -8.0% | 0.05% | -3.8% |
Q1 2021 | $235,000 | +2.2% | 3,608 | 0.0% | 0.05% | 0.0% |
Q4 2020 | $230,000 | +7.5% | 3,608 | +289.2% | 0.05% | 0.0% |
Q3 2020 | $214,000 | +11.5% | 927 | 0.0% | 0.05% | +4.0% |
Q2 2020 | $192,000 | +25.5% | 927 | 0.0% | 0.05% | +13.6% |
Q1 2020 | $153,000 | -15.0% | 927 | 0.0% | 0.04% | +4.8% |
Q4 2019 | $180,000 | +7.8% | 927 | 0.0% | 0.04% | -2.3% |
Q3 2019 | $167,000 | -29.8% | 927 | -30.1% | 0.04% | -28.3% |
Q2 2019 | $238,000 | +3.9% | 1,327 | 0.0% | 0.06% | 0.0% |
Q1 2019 | $229,000 | +12.8% | 1,327 | -1.5% | 0.06% | +9.1% |
Q4 2018 | $203,000 | -15.1% | 1,347 | 0.0% | 0.06% | -12.7% |
Q3 2018 | $239,000 | +9.1% | 1,347 | 0.0% | 0.06% | +5.0% |
Q2 2018 | $219,000 | +7.9% | 1,347 | +3.1% | 0.06% | +7.1% |
Q1 2018 | $203,000 | +1.5% | 1,307 | 0.0% | 0.06% | -1.8% |
Q4 2017 | $200,000 | +102.0% | 1,307 | +89.4% | 0.06% | +90.0% |
Q3 2017 | $99,000 | +5.3% | 690 | 0.0% | 0.03% | 0.0% |
Q2 2017 | $94,000 | +3.3% | 690 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $91,000 | +8.3% | 690 | 0.0% | 0.03% | +3.4% |
Q4 2016 | $84,000 | 0.0% | 690 | 0.0% | 0.03% | +3.6% |
Q3 2016 | $84,000 | +147.1% | 690 | +137.9% | 0.03% | +133.3% |
Q2 2016 | $34,000 | 0.0% | 290 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $34,000 | 0.0% | 290 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $34,000 | +9.7% | 290 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $31,000 | 0.0% | 290 | +7.4% | 0.01% | 0.0% |
Q2 2015 | $31,000 | +121.4% | 270 | +125.0% | 0.01% | +140.0% |
Q1 2015 | $14,000 | +7.7% | 120 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $13,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $13,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
Q2 2014 | $13,000 | +8.3% | 120 | 0.0% | 0.01% | -16.7% |
Q1 2014 | $12,000 | -50.0% | 120 | -50.0% | 0.01% | -14.3% |
Q4 2013 | $24,000 | +118.2% | 240 | +100.0% | 0.01% | 0.0% |
Q3 2013 | $11,000 | +10.0% | 120 | 0.0% | 0.01% | 0.0% |
Q2 2013 | $10,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
Q1 2013 | $10,000 | +11.1% | 120 | 0.0% | 0.01% | 0.0% |
Q4 2012 | $9,000 | – | 120 | – | 0.01% | – |
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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% |