ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $328,621 | -31.3% | 4,803 | -29.3% | 0.26% | +228.8% |
| Q2 2023 | $478,629 | +7.2% | 6,791 | -2.8% | 0.08% | -4.8% |
| Q1 2023 | $446,399 | +9.2% | 6,987 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $408,740 | -68.8% | 6,987 | -69.2% | 0.08% | -67.6% |
| Q3 2022 | $1,311,000 | -5.8% | 22,662 | -1.7% | 0.26% | 0.0% |
| Q2 2022 | $1,391,000 | +175.4% | 23,052 | +248.6% | 0.26% | +223.5% |
| Q1 2022 | $505,000 | +29.2% | 6,612 | +41.5% | 0.08% | +42.1% |
| Q4 2021 | $391,000 | +0.3% | 4,672 | -11.4% | 0.06% | -5.0% |
| Q3 2021 | $390,000 | -8.7% | 5,274 | -10.2% | 0.06% | -11.8% |
| Q2 2021 | $427,000 | +13.6% | 5,875 | +1.9% | 0.07% | -1.4% |
| Q1 2021 | $376,000 | -63.3% | 5,767 | -64.1% | 0.07% | -67.5% |
| Q4 2020 | $1,025,000 | -35.1% | 16,071 | +135.3% | 0.21% | -80.6% |
| Q3 2020 | $1,579,000 | -7.1% | 6,831 | -16.6% | 1.09% | +147.8% |
| Q2 2020 | $1,700,000 | +520.4% | 8,192 | +392.9% | 0.44% | +412.8% |
| Q1 2020 | $274,000 | +9033.3% | 1,662 | +7814.3% | 0.09% | +8500.0% |
| Q2 2017 | $3,000 | -99.2% | 21 | -99.3% | 0.00% | -99.6% |
| Q4 2016 | $383,000 | -1.0% | 3,140 | -1.2% | 0.28% | -10.2% |
| Q3 2016 | $387,000 | +13.2% | 3,178 | +8.5% | 0.31% | +11.8% |
| Q2 2016 | $342,000 | +0.3% | 2,930 | 0.0% | 0.28% | +2.6% |
| Q1 2016 | $341,000 | – | 2,930 | – | 0.27% | – |
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% |