ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $665,042 | -31.7% | 9,720 | -29.7% | 0.09% | -27.9% |
Q2 2023 | $974,106 | +10.3% | 13,823 | 0.0% | 0.13% | +8.4% |
Q1 2023 | $883,012 | +18.0% | 13,823 | +8.1% | 0.12% | +14.4% |
Q4 2022 | $748,098 | +1.1% | 12,788 | 0.0% | 0.10% | -8.0% |
Q3 2022 | $740,000 | -4.1% | 12,788 | 0.0% | 0.11% | +1.8% |
Q2 2022 | $772,000 | -16.6% | 12,788 | +5.4% | 0.11% | -2.6% |
Q1 2022 | $926,000 | -14.3% | 12,129 | -6.1% | 0.11% | -8.8% |
Q4 2021 | $1,080,000 | +13.1% | 12,915 | 0.0% | 0.12% | +7.8% |
Q3 2021 | $955,000 | +1.5% | 12,915 | -0.2% | 0.12% | +4.5% |
Q2 2021 | $941,000 | +10.1% | 12,940 | -1.5% | 0.11% | +3.7% |
Q1 2021 | $855,000 | +1.9% | 13,140 | 0.0% | 0.11% | -6.1% |
Q4 2020 | $839,000 | +10.2% | 13,140 | +299.4% | 0.11% | -0.9% |
Q3 2020 | $761,000 | +11.1% | 3,290 | -0.5% | 0.12% | 0.0% |
Q2 2020 | $685,000 | +16.1% | 3,305 | -7.5% | 0.12% | -9.4% |
Q1 2020 | $590,000 | -14.7% | 3,573 | 0.0% | 0.13% | +4.1% |
Q4 2019 | $692,000 | +7.0% | 3,573 | -0.6% | 0.12% | -0.8% |
Q3 2019 | $647,000 | 0.0% | 3,595 | -0.4% | 0.12% | -0.8% |
Q2 2019 | $647,000 | +4.0% | 3,610 | 0.0% | 0.12% | -1.6% |
Q1 2019 | $622,000 | +14.8% | 3,610 | +0.4% | 0.13% | +5.0% |
Q4 2018 | $542,000 | +199.4% | 3,595 | +252.5% | 0.12% | +233.3% |
Q3 2018 | $181,000 | +905.6% | 1,020 | +827.3% | 0.04% | +1100.0% |
Q2 2018 | $18,000 | -10.0% | 110 | -15.4% | 0.00% | -25.0% |
Q1 2018 | $20,000 | -48.7% | 130 | -49.0% | 0.00% | 0.0% |
Q4 2017 | $39,000 | 0.0% | 255 | -7.3% | 0.00% | 0.0% |
Q3 2017 | $39,000 | -2.5% | 275 | -6.8% | 0.00% | 0.0% |
Q2 2017 | $40,000 | 0.0% | 295 | -3.3% | 0.00% | -50.0% |
Q1 2017 | $40,000 | +8.1% | 305 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $37,000 | -14.0% | 305 | -13.6% | 0.01% | -20.0% |
Q3 2016 | $43,000 | +13.2% | 353 | +8.6% | 0.01% | +11.1% |
Q2 2016 | $38,000 | 0.0% | 325 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $38,000 | +533.3% | 325 | +550.0% | 0.01% | +800.0% |
Q4 2015 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% |
Q3 2015 | $5,000 | -16.7% | 50 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $6,000 | – | 50 | – | 0.00% | – |
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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% |