ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,837 | -2.6% | 7,042 | +0.3% | 0.05% | -7.4% |
| Q2 2023 | $494,770 | +10.3% | 7,020 | 0.0% | 0.05% | +12.5% |
| Q1 2023 | $448,508 | -3.6% | 7,020 | -11.7% | 0.05% | -9.4% |
| Q4 2022 | $465,075 | +33.3% | 7,950 | +31.7% | 0.05% | +29.3% |
| Q3 2022 | $349,000 | -4.1% | 6,038 | 0.0% | 0.04% | +7.9% |
| Q2 2022 | $364,000 | -28.8% | 6,038 | -9.7% | 0.04% | -17.4% |
| Q1 2022 | $511,000 | -7.8% | 6,686 | +1.1% | 0.05% | +9.5% |
| Q4 2021 | $554,000 | +11.2% | 6,616 | +4.2% | 0.04% | +2.4% |
| Q3 2021 | $498,000 | -1.4% | 6,351 | -8.5% | 0.04% | -2.4% |
| Q2 2021 | $505,000 | +9.1% | 6,944 | -2.4% | 0.04% | 0.0% |
| Q1 2021 | $463,000 | +10.0% | 7,112 | +7.8% | 0.04% | +2.4% |
| Q4 2020 | $421,000 | +30.7% | 6,600 | +18.4% | 0.04% | +13.9% |
| Q3 2020 | $322,000 | -6.7% | 5,572 | +235.1% | 0.04% | -12.2% |
| Q2 2020 | $345,000 | -8.0% | 1,663 | -26.8% | 0.04% | -22.6% |
| Q1 2020 | $375,000 | -57.2% | 2,272 | -49.8% | 0.05% | +15.2% |
| Q4 2019 | $876,000 | +20.7% | 4,526 | +12.3% | 0.05% | -53.5% |
| Q3 2019 | $726,000 | +165.9% | 4,029 | +164.2% | 0.10% | +26.9% |
| Q2 2019 | $273,000 | -2.2% | 1,525 | -5.9% | 0.08% | +5.4% |
| Q1 2019 | $279,000 | +18.2% | 1,620 | +3.5% | 0.07% | +5.7% |
| Q4 2018 | $236,000 | -13.6% | 1,565 | +1.6% | 0.07% | -11.4% |
| Q3 2018 | $273,000 | -1.4% | 1,540 | -8.9% | 0.08% | -16.0% |
| Q2 2018 | $277,000 | +5.7% | 1,691 | 0.0% | 0.09% | +10.6% |
| Q1 2018 | $262,000 | -10.6% | 1,691 | -12.0% | 0.08% | -8.6% |
| Q4 2017 | $293,000 | +2.8% | 1,922 | -3.3% | 0.09% | -13.9% |
| Q3 2017 | $285,000 | – | 1,987 | – | 0.11% | – |
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% |