ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,728 | -3.8% | 39,877 | -0.9% | 2.07% | -1.3% |
Q2 2023 | $2,835 | +10.3% | 40,235 | -0.0% | 2.09% | +5.0% |
Q1 2023 | $2,571 | +9.6% | 40,251 | 0.0% | 1.99% | +1.9% |
Q4 2022 | $2,345 | -99.9% | 40,251 | -3.7% | 1.96% | -6.5% |
Q3 2022 | $2,419,000 | -5.6% | 41,813 | -1.5% | 2.09% | +0.6% |
Q2 2022 | $2,563,000 | -20.1% | 42,464 | +1.2% | 2.08% | -9.7% |
Q1 2022 | $3,208,000 | -10.8% | 41,964 | -2.0% | 2.30% | -4.4% |
Q4 2021 | $3,595,000 | +7.9% | 42,821 | -5.1% | 2.41% | +2.4% |
Q3 2021 | $3,333,000 | -1.7% | 45,101 | -3.3% | 2.35% | +3.2% |
Q2 2021 | $3,392,000 | +11.1% | 46,646 | -0.5% | 2.28% | +4.6% |
Q1 2021 | $3,053,000 | -19.0% | 46,901 | -20.7% | 2.18% | -20.5% |
Q4 2020 | $3,771,000 | +7.3% | 59,178 | +290.6% | 2.74% | -5.5% |
Q3 2020 | $3,516,000 | +11.8% | 15,150 | -0.6% | 2.90% | +6.0% |
Q2 2020 | $3,146,000 | +22.0% | 15,246 | -2.4% | 2.74% | +14.6% |
Q1 2020 | $2,578,000 | -18.1% | 15,625 | -3.9% | 2.39% | +6.4% |
Q4 2019 | $3,148,000 | +7.2% | 16,258 | -0.3% | 2.25% | +2.1% |
Q3 2019 | $2,936,000 | +0.1% | 16,310 | -0.3% | 2.20% | +0.9% |
Q2 2019 | $2,933,000 | +5.1% | 16,365 | +1.1% | 2.18% | +4.0% |
Q1 2019 | $2,790,000 | +14.4% | 16,190 | 0.0% | 2.10% | +2.9% |
Q4 2018 | $2,439,000 | -15.9% | 16,190 | -1.1% | 2.04% | -2.3% |
Q3 2018 | $2,899,000 | +8.4% | 16,363 | -0.5% | 2.08% | +15.0% |
Q2 2018 | $2,675,000 | +3.2% | 16,448 | -1.6% | 1.81% | +4.3% |
Q1 2018 | $2,591,000 | +1.5% | 16,710 | 0.0% | 1.74% | -2.6% |
Q4 2017 | $2,552,000 | +5.8% | 16,710 | -0.7% | 1.78% | -1.0% |
Q3 2017 | $2,412,000 | +4.1% | 16,822 | -0.7% | 1.80% | -1.2% |
Q2 2017 | $2,317,000 | +1.3% | 16,936 | -2.6% | 1.82% | -5.0% |
Q1 2017 | $2,287,000 | +7.5% | 17,391 | -0.5% | 1.92% | -0.3% |
Q4 2016 | $2,127,000 | -2.0% | 17,470 | -2.1% | 1.93% | -3.7% |
Q3 2016 | $2,171,000 | +3.9% | 17,844 | -0.5% | 2.00% | -0.6% |
Q2 2016 | $2,089,000 | -0.4% | 17,925 | -1.0% | 2.01% | -4.3% |
Q1 2016 | $2,097,000 | +0.0% | 18,098 | 0.0% | 2.10% | -7.6% |
Q4 2015 | $2,096,000 | – | 18,098 | – | 2.28% | – |
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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% |