ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,429,758 | -2.9% | 50,128 | 0.0% | 0.40% | +3.7% |
| Q2 2023 | $3,533,021 | +10.3% | 50,128 | 0.0% | 0.38% | +3.8% |
| Q1 2023 | $3,202,678 | +9.2% | 50,128 | 0.0% | 0.37% | +4.2% |
| Q4 2022 | $2,932,488 | +1.1% | 50,128 | 0.0% | 0.35% | -6.9% |
| Q3 2022 | $2,900,000 | -4.1% | 50,128 | 0.0% | 0.38% | +2.4% |
| Q2 2022 | $3,025,000 | -21.0% | 50,128 | 0.0% | 0.37% | -2.1% |
| Q1 2022 | $3,829,000 | -8.7% | 50,128 | 0.0% | 0.38% | -8.9% |
| Q4 2021 | $4,194,000 | +13.2% | 50,128 | 0.0% | 0.42% | -0.2% |
| Q3 2021 | $3,705,000 | -16.2% | 50,128 | -17.5% | 0.42% | -17.3% |
| Q2 2021 | $4,420,000 | +11.7% | 60,776 | 0.0% | 0.50% | +13.8% |
| Q1 2021 | $3,957,000 | +2.0% | 60,776 | 0.0% | 0.44% | -4.5% |
| Q4 2020 | $3,879,000 | +10.5% | 60,776 | +300.0% | 0.46% | -5.5% |
| Q3 2020 | $3,511,000 | +2.4% | 15,194 | -8.1% | 0.49% | -6.5% |
| Q2 2020 | $3,429,000 | +218.1% | 16,525 | +153.0% | 0.52% | +154.4% |
| Q1 2020 | $1,078,000 | -14.8% | 6,532 | 0.0% | 0.21% | +14.4% |
| Q4 2019 | $1,265,000 | +7.6% | 6,532 | 0.0% | 0.18% | -4.3% |
| Q3 2019 | $1,176,000 | +0.4% | 6,532 | 0.0% | 0.19% | -0.5% |
| Q2 2019 | $1,171,000 | +4.0% | 6,532 | 0.0% | 0.19% | +5.0% |
| Q1 2019 | $1,126,000 | +14.4% | 6,532 | 0.0% | 0.18% | +2.3% |
| Q4 2018 | $984,000 | -15.0% | 6,532 | 0.0% | 0.18% | -11.1% |
| Q3 2018 | $1,157,000 | +14.2% | 6,532 | 0.0% | 0.20% | +19.3% |
| Q1 2018 | $1,013,000 | +176.0% | 6,532 | +172.2% | 0.17% | +163.5% |
| Q4 2017 | $367,000 | +6.7% | 2,400 | 0.0% | 0.06% | +1.6% |
| Q3 2017 | $344,000 | +4.9% | 2,400 | 0.0% | 0.06% | +5.1% |
| Q2 2017 | $328,000 | – | 2,400 | – | 0.06% | – |
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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% |