ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $56,294,871 | +760.1% | 881,122 | +928.2% | 9.92% | +1038.9% |
Q1 2022 | $6,545,000 | -92.3% | 85,692 | -91.6% | 0.87% | -91.5% |
Q4 2021 | $85,507,000 | +479.0% | 1,021,958 | +341.6% | 10.27% | +280.8% |
Q4 2020 | $14,768,000 | -2.1% | 231,398 | +254.6% | 2.70% | -18.3% |
Q3 2020 | $15,079,000 | -11.4% | 65,256 | -20.4% | 3.30% | -18.9% |
Q2 2020 | $17,013,000 | +205.3% | 81,992 | +142.9% | 4.07% | +131.2% |
Q1 2020 | $5,572,000 | +92.4% | 33,759 | +125.7% | 1.76% | +200.2% |
Q4 2019 | $2,896,000 | +39.9% | 14,957 | +30.1% | 0.59% | +33.4% |
Q3 2019 | $2,070,000 | +6.3% | 11,499 | +5.9% | 0.44% | -3.3% |
Q2 2019 | $1,947,000 | +129.9% | 10,862 | +120.9% | 0.46% | +172.5% |
Q1 2019 | $847,000 | -64.0% | 4,917 | -68.5% | 0.17% | -67.0% |
Q4 2018 | $2,354,000 | -24.7% | 15,620 | -11.5% | 0.51% | -32.6% |
Q3 2018 | $3,127,000 | +242.5% | 17,647 | +214.2% | 0.75% | +183.4% |
Q2 2018 | $913,000 | -73.1% | 5,616 | -74.7% | 0.26% | -69.2% |
Q4 2017 | $3,389,000 | -5.5% | 22,182 | -11.3% | 0.86% | -15.3% |
Q3 2017 | $3,587,000 | – | 25,010 | – | 1.02% | – |
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% |