ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $102,730 | +1.7% | 1,756 | +0.1% | 0.01% | -11.1% |
| Q3 2022 | $101,000 | -4.7% | 1,754 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $106,000 | -20.9% | 1,754 | +0.1% | 0.01% | -10.0% |
| Q1 2022 | $134,000 | -13.5% | 1,753 | -5.4% | 0.01% | -16.7% |
| Q4 2021 | $155,000 | +109.5% | 1,853 | +86.2% | 0.01% | +100.0% |
| Q3 2021 | $74,000 | +2.8% | 995 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $72,000 | +10.8% | 995 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $65,000 | -49.6% | 995 | -50.0% | 0.01% | 0.0% |
| Q4 2020 | $129,000 | +258.3% | 1,990 | +1192.2% | 0.01% | +50.0% |
| Q3 2020 | $36,000 | 0.0% | 154 | -11.0% | 0.00% | 0.0% |
| Q2 2020 | $36,000 | +24.1% | 173 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $29,000 | -12.1% | 173 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | +37.5% | 173 | +28.1% | 0.00% | +33.3% |
| Q3 2019 | $24,000 | 0.0% | 135 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $24,000 | -41.5% | 135 | -43.5% | 0.00% | -40.0% |
| Q1 2019 | $41,000 | +13.9% | 239 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $36,000 | -14.3% | 239 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $42,000 | +7.7% | 239 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $39,000 | +5.4% | 239 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $37,000 | 0.0% | 239 | 0.0% | 0.01% | +25.0% |
| Q4 2017 | $37,000 | +8.8% | 239 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $34,000 | +3.0% | 239 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $33,000 | +6.5% | 239 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $31,000 | +93.8% | 239 | +77.0% | 0.00% | +100.0% |
| Q4 2016 | $16,000 | -87.1% | 135 | -86.8% | 0.00% | -89.5% |
| Q3 2016 | $124,000 | +19.2% | 1,023 | +15.2% | 0.02% | +18.8% |
| Q2 2016 | $104,000 | -11.9% | 888 | -12.5% | 0.02% | -15.8% |
| Q1 2016 | $118,000 | – | 1,015 | – | 0.02% | – |
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% |