ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $702,712 | -2.9% | 10,269 | 0.0% | 0.06% | -3.1% |
| Q2 2023 | $723,760 | +10.3% | 10,269 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $656,087 | +9.2% | 10,269 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $600,736 | +13.1% | 10,269 | +12.0% | 0.06% | +3.4% |
| Q3 2022 | $531,000 | -4.0% | 9,171 | 0.0% | 0.06% | +1.7% |
| Q2 2022 | $553,000 | -71.6% | 9,171 | -64.0% | 0.06% | -68.3% |
| Q1 2022 | $1,944,000 | -2.5% | 25,450 | -5.7% | 0.18% | -9.4% |
| Q3 2021 | $1,994,000 | +5147.4% | 26,980 | +5118.6% | 0.20% | +4950.0% |
| Q2 2021 | $38,000 | +11.8% | 517 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +3.0% | 517 | -1.3% | 0.00% | 0.0% |
| Q4 2020 | $33,000 | +10.0% | 524 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +7.1% | 131 | -4.4% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | -17.6% | 137 | -34.4% | 0.00% | -33.3% |
| Q1 2020 | $34,000 | -15.0% | 209 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $40,000 | +5.3% | 209 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | +2.7% | 209 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $37,000 | +2.8% | 209 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $36,000 | +16.1% | 209 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $31,000 | -16.2% | 209 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $37,000 | +8.8% | 209 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $34,000 | +6.2% | 209 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $32,000 | -8.6% | 209 | -7.9% | 0.01% | 0.0% |
| Q4 2017 | $35,000 | -12.5% | 227 | -18.1% | 0.01% | -25.0% |
| Q3 2017 | $40,000 | +29.0% | 277 | +22.0% | 0.01% | +33.3% |
| Q2 2017 | $31,000 | -8.8% | 227 | -11.7% | 0.01% | -14.3% |
| Q1 2017 | $34,000 | +9.7% | 257 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $31,000 | +520.0% | 257 | +542.5% | 0.01% | +600.0% |
| Q3 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | +66.7% | 40 | +29.0% | 0.00% | 0.0% |
| Q3 2015 | $3,000 | -25.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | +33.3% | 31 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $3,000 | 0.0% | 31 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $3,000 | 0.0% | 31 | +3.3% | 0.00% | 0.0% |
| Q2 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $3,000 | 0.0% | 30 | 0.0% | 0.00% | -50.0% |
| Q3 2013 | $3,000 | – | 30 | – | 0.00% | – |
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% |