ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $68,952,000 | -0.8% | 932,920 | -2.4% | 3.87% | +1.0% |
| Q2 2021 | $69,491,000 | -1.6% | 955,465 | -11.9% | 3.83% | -6.8% |
| Q1 2021 | $70,645,000 | +0.9% | 1,085,010 | -1.1% | 4.11% | -5.5% |
| Q4 2020 | $69,996,000 | +7.5% | 1,096,770 | +289.3% | 4.35% | -6.7% |
| Q3 2020 | $65,102,000 | +23.7% | 281,726 | +11.1% | 4.66% | +19.7% |
| Q2 2020 | $52,610,000 | +23922.8% | 253,552 | +22298.6% | 3.89% | +27714.3% |
| Q4 2019 | $219,000 | -12.7% | 1,132 | -18.9% | 0.01% | -17.6% |
| Q3 2019 | $251,000 | -8.4% | 1,395 | -8.7% | 0.02% | -10.5% |
| Q2 2019 | $274,000 | -23.2% | 1,528 | -26.3% | 0.02% | -24.0% |
| Q1 2019 | $357,000 | -86.0% | 2,072 | -87.8% | 0.02% | -87.7% |
| Q4 2018 | $2,553,000 | -62.4% | 16,944 | -55.8% | 0.20% | -55.9% |
| Q3 2018 | $6,789,000 | +12.1% | 38,316 | +2.9% | 0.46% | +6.7% |
| Q2 2018 | $6,057,000 | +3.5% | 37,252 | -1.3% | 0.43% | +3.9% |
| Q1 2018 | $5,851,000 | -2.7% | 37,731 | -4.1% | 0.42% | -1.2% |
| Q4 2017 | $6,013,000 | +7.0% | 39,359 | +0.5% | 0.42% | +4.7% |
| Q3 2017 | $5,618,000 | +7.5% | 39,173 | +2.6% | 0.40% | +1.3% |
| Q2 2017 | $5,224,000 | +2.5% | 38,177 | -1.5% | 0.40% | -1.0% |
| Q1 2017 | $5,098,000 | +6.5% | 38,759 | -1.4% | 0.40% | +4.4% |
| Q4 2016 | $4,785,000 | -13.1% | 39,291 | -13.2% | 0.38% | -16.4% |
| Q3 2016 | $5,506,000 | +2.2% | 45,254 | -2.1% | 0.46% | -1.1% |
| Q2 2016 | $5,387,000 | -42.7% | 46,212 | -43.1% | 0.46% | -41.9% |
| Q1 2016 | $9,408,000 | -4.6% | 81,178 | -4.7% | 0.80% | -7.1% |
| Q4 2015 | $9,863,000 | +11.0% | 85,173 | +3.3% | 0.86% | +6.8% |
| Q3 2015 | $8,886,000 | +1.5% | 82,427 | +7.2% | 0.80% | +8.4% |
| Q2 2015 | $8,757,000 | -48.3% | 76,905 | -48.4% | 0.74% | +1.1% |
| Q1 2015 | $16,934,000 | +101.3% | 149,096 | +100.6% | 0.73% | -0.5% |
| Q4 2014 | $8,412,000 | +2.7% | 74,310 | -3.1% | 0.74% | -2.4% |
| Q3 2014 | $8,194,000 | – | 76,708 | – | 0.76% | – |
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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% |