ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,271,431 | -2.9% | 120,892 | 0.0% | 0.45% | -1.9% |
| Q2 2023 | $8,520,470 | +10.1% | 120,892 | -0.2% | 0.46% | -5.7% |
| Q1 2023 | $7,742,125 | +10.3% | 121,179 | +1.0% | 0.49% | +5.6% |
| Q4 2022 | $7,018,833 | +0.9% | 119,980 | -0.2% | 0.46% | -7.8% |
| Q3 2022 | $6,954,000 | +1651.6% | 120,211 | +1727.7% | 0.50% | +1763.0% |
| Q2 2022 | $397,000 | -3.9% | 6,577 | +21.7% | 0.03% | +8.0% |
| Q1 2022 | $413,000 | +1.0% | 5,403 | +10.6% | 0.02% | +4.2% |
| Q4 2021 | $409,000 | +15.5% | 4,883 | +2.1% | 0.02% | +4.3% |
| Q3 2021 | $354,000 | -0.3% | 4,783 | -2.0% | 0.02% | 0.0% |
| Q2 2021 | $355,000 | +11.6% | 4,883 | 0.0% | 0.02% | +4.5% |
| Q1 2021 | $318,000 | +7.8% | 4,883 | +5.8% | 0.02% | -4.3% |
| Q4 2020 | $295,000 | +10.5% | 4,616 | +300.0% | 0.02% | -4.2% |
| Q3 2020 | $267,000 | +11.7% | 1,154 | 0.0% | 0.02% | +9.1% |
| Q2 2020 | $239,000 | -12.1% | 1,154 | -36.2% | 0.02% | -31.2% |
| Q4 2018 | $272,000 | -15.3% | 1,808 | -0.4% | 0.03% | -13.5% |
| Q3 2018 | $321,000 | +8.1% | 1,816 | -1.0% | 0.04% | +94.7% |
| Q2 2018 | $297,000 | +2.1% | 1,834 | -26.9% | 0.02% | -86.9% |
| Q4 2015 | $291,000 | – | 2,510 | – | 0.14% | – |
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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% |