ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 618 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $381,236 | -2.9% | 5,572 | 0.0% | 0.06% | -1.6% |
| Q2 2023 | $392,715 | -35.8% | 5,572 | -41.8% | 0.06% | -40.6% |
| Q1 2023 | $611,555 | +9.2% | 9,572 | 0.0% | 0.11% | +2.9% |
| Q4 2022 | $559,962 | +1.1% | 9,572 | 0.0% | 0.10% | -12.7% |
| Q3 2022 | $554,000 | -4.2% | 9,572 | 0.0% | 0.12% | -0.8% |
| Q2 2022 | $578,000 | -20.9% | 9,572 | 0.0% | 0.12% | -10.5% |
| Q1 2022 | $731,000 | -8.7% | 9,572 | 0.0% | 0.13% | -9.5% |
| Q4 2021 | $801,000 | +13.3% | 9,572 | 0.0% | 0.15% | -1.3% |
| Q3 2021 | $707,000 | +1.6% | 9,572 | 0.0% | 0.15% | +2.1% |
| Q2 2021 | $696,000 | +1888.6% | 9,572 | +1659.6% | 0.15% | +1985.7% |
| Q1 2021 | $35,000 | -50.0% | 544 | -50.0% | 0.01% | -12.5% |
| Q4 2020 | $70,000 | +125.8% | 1,088 | +700.0% | 0.01% | -11.1% |
| Q3 2020 | $31,000 | +10.7% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $28,000 | +27.3% | 136 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $22,000 | -15.4% | 136 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $26,000 | +8.3% | 136 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $24,000 | 0.0% | 136 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $24,000 | – | 136 | +13500.0% | 0.01% | – |
| Q1 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2018 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2018 | $0 | -100.0% | 1 | -99.7% | 0.00% | -100.0% |
| Q4 2017 | $44,000 | – | 286 | +28500.0% | 0.03% | – |
| Q3 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2016 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | – | 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% |