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 | $1,271,928 | -2.9% | 18,590 | 0.0% | 0.30% | -1.3% |
| Q2 2023 | $1,310,223 | +10.3% | 18,590 | 0.0% | 0.30% | +22.5% |
| Q1 2023 | $1,187,715 | +9.2% | 18,590 | 0.0% | 0.24% | +2.5% |
| Q4 2022 | $1,087,515 | +2.7% | 18,590 | +1.5% | 0.24% | -23.2% |
| Q3 2022 | $1,059,000 | +90.8% | 18,309 | +99.0% | 0.31% | +100.0% |
| Q2 2022 | $555,000 | -20.4% | 9,201 | +0.8% | 0.16% | -12.9% |
| Q1 2022 | $697,000 | -8.0% | 9,124 | +0.7% | 0.18% | -1.7% |
| Q4 2021 | $758,000 | +13.1% | 9,060 | 0.0% | 0.18% | +4.6% |
| Q3 2021 | $670,000 | +3.1% | 9,060 | +1.3% | 0.17% | +3.0% |
| Q2 2021 | $650,000 | +11.7% | 8,944 | 0.0% | 0.17% | +18.3% |
| Q1 2021 | $582,000 | +1.9% | 8,944 | 0.0% | 0.14% | -10.7% |
| Q4 2020 | $571,000 | +10.4% | 8,944 | +300.0% | 0.16% | -8.1% |
| Q3 2020 | $517,000 | +11.4% | 2,236 | 0.0% | 0.17% | +8.8% |
| Q2 2020 | $464,000 | +25.7% | 2,236 | 0.0% | 0.16% | +17.8% |
| Q1 2020 | $369,000 | +61.8% | 2,236 | +90.1% | 0.14% | +98.5% |
| Q4 2019 | $228,000 | +7.5% | 1,176 | 0.0% | 0.07% | +3.0% |
| Q3 2019 | $212,000 | +0.5% | 1,176 | 0.0% | 0.07% | -10.8% |
| Q2 2019 | $211,000 | -41.1% | 1,176 | -43.4% | 0.07% | -45.2% |
| Q1 2019 | $358,000 | +65.0% | 2,076 | +44.4% | 0.14% | +43.6% |
| Q4 2018 | $217,000 | – | 1,438 | – | 0.09% | – |
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% |