ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,911,756 | -3.6% | 42,557 | -0.7% | 1.07% | -0.8% |
Q2 2023 | $3,020,779 | +10.9% | 42,860 | +0.5% | 1.08% | +5.0% |
Q1 2023 | $2,724,591 | +11.4% | 42,645 | +2.0% | 1.03% | +0.3% |
Q4 2022 | $2,444,946 | +9.4% | 41,794 | +8.2% | 1.03% | +4.2% |
Q3 2022 | $2,234,000 | +1.0% | 38,614 | +5.3% | 0.99% | +3.5% |
Q2 2022 | $2,212,000 | -20.0% | 36,659 | +1.2% | 0.95% | -8.3% |
Q1 2022 | $2,765,000 | -2.1% | 36,207 | +7.3% | 1.04% | -3.3% |
Q4 2021 | $2,824,000 | +14.7% | 33,750 | +1.3% | 1.08% | +9.0% |
Q3 2021 | $2,463,000 | -2.1% | 33,321 | -3.7% | 0.99% | -3.0% |
Q2 2021 | $2,517,000 | +15.7% | 34,614 | +3.6% | 1.02% | +5.6% |
Q1 2021 | $2,176,000 | +5.5% | 33,418 | +3.4% | 0.96% | +1.7% |
Q4 2020 | $2,062,000 | +11.5% | 32,304 | +303.6% | 0.95% | -2.0% |
Q3 2020 | $1,850,000 | -3.8% | 8,004 | -13.6% | 0.97% | -7.9% |
Q2 2020 | $1,923,000 | +26.3% | 9,269 | +0.5% | 1.05% | +7.9% |
Q1 2020 | $1,522,000 | -33.4% | 9,221 | -21.9% | 0.97% | -19.4% |
Q4 2019 | $2,287,000 | +9.2% | 11,812 | +1.5% | 1.21% | +0.5% |
Q3 2019 | $2,094,000 | +0.0% | 11,632 | -0.4% | 1.20% | +7.8% |
Q2 2019 | $2,093,000 | +3.7% | 11,679 | -0.3% | 1.11% | -8.8% |
Q1 2019 | $2,019,000 | +41.0% | 11,716 | +23.3% | 1.22% | +27.6% |
Q4 2018 | $1,432,000 | -13.8% | 9,505 | +1.4% | 0.96% | -5.2% |
Q3 2018 | $1,661,000 | +6.1% | 9,373 | -2.6% | 1.01% | 0.0% |
Q2 2018 | $1,565,000 | +5.7% | 9,624 | +0.8% | 1.01% | +3.2% |
Q1 2018 | $1,480,000 | +6.6% | 9,543 | +5.0% | 0.98% | +4.8% |
Q4 2017 | $1,389,000 | +9.0% | 9,092 | +2.3% | 0.93% | +3.2% |
Q3 2017 | $1,274,000 | +6.3% | 8,884 | +1.5% | 0.90% | +5.2% |
Q2 2017 | $1,198,000 | +3.5% | 8,757 | -0.4% | 0.86% | +0.5% |
Q1 2017 | $1,157,000 | +9.3% | 8,795 | +1.1% | 0.86% | +2.8% |
Q4 2016 | $1,059,000 | -12.2% | 8,699 | -18.7% | 0.83% | -13.3% |
Q3 2016 | $1,206,000 | +9.0% | 10,699 | +10.2% | 0.96% | -0.9% |
Q2 2016 | $1,106,000 | +10.6% | 9,712 | +12.5% | 0.97% | +13.2% |
Q1 2016 | $1,000,000 | +2.2% | 8,630 | +2.2% | 0.86% | -0.6% |
Q4 2015 | $978,000 | +13.6% | 8,444 | +5.8% | 0.86% | +6.6% |
Q3 2015 | $861,000 | -3.9% | 7,983 | +1.5% | 0.81% | +1.3% |
Q2 2015 | $896,000 | -6.5% | 7,866 | -6.4% | 0.80% | -6.3% |
Q1 2015 | $958,000 | -1.3% | 8,405 | -3.4% | 0.85% | -6.5% |
Q4 2014 | $971,000 | – | 8,698 | – | 0.91% | – |
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% |