ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $78,051 | +10.5% | 1,107 | +0.2% | 0.03% | -8.3% |
| Q1 2023 | $70,617 | +22.5% | 1,105 | +12.2% | 0.04% | +12.5% |
| Q4 2022 | $57,640 | +1821.3% | 985 | +1910.2% | 0.03% | +1500.0% |
| Q3 2022 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $3,000 | -25.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $4,000 | +33.3% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $3,000 | 0.0% | 49 | +308.3% | 0.00% | -33.3% |
| Q3 2020 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $3,000 | -25.0% | 12 | -55.6% | 0.00% | -40.0% |
| Q1 2020 | $4,000 | -20.0% | 27 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $5,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 27 | -6.9% | 0.01% | +20.0% |
| Q1 2019 | $5,000 | +25.0% | 29 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $4,000 | -90.0% | 29 | -88.0% | 0.01% | -87.2% |
| Q3 2018 | $40,000 | -37.5% | 241 | -35.9% | 0.04% | -36.1% |
| Q2 2018 | $64,000 | -96.3% | 376 | -96.6% | 0.06% | -96.0% |
| Q1 2018 | $1,737,000 | +1.9% | 11,140 | +4.4% | 1.53% | -0.8% |
| Q4 2017 | $1,705,000 | +12.2% | 10,666 | +2.4% | 1.54% | +3.0% |
| Q3 2017 | $1,520,000 | -10.4% | 10,415 | -14.8% | 1.50% | -17.4% |
| Q2 2017 | $1,696,000 | +9.1% | 12,219 | +2.3% | 1.81% | +0.9% |
| Q1 2017 | $1,554,000 | +3.5% | 11,947 | +0.5% | 1.79% | -3.0% |
| Q4 2016 | $1,502,000 | +4.4% | 11,893 | -0.6% | 1.85% | -6.2% |
| Q3 2016 | $1,439,000 | +0.1% | 11,960 | +1.8% | 1.97% | -13.2% |
| Q2 2016 | $1,438,000 | -6.8% | 11,747 | -11.5% | 2.27% | -29.6% |
| Q1 2016 | $1,543,000 | – | 13,268 | – | 3.22% | – |
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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% |