ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,390,000 | -6.8% | 24,020 | -2.8% | 0.46% | +31.9% |
| Q2 2022 | $1,492,000 | -85.1% | 24,722 | -81.1% | 0.34% | -64.4% |
| Q1 2022 | $10,014,000 | -92.0% | 131,107 | -91.2% | 0.97% | -95.0% |
| Q4 2021 | $124,846,000 | +116.7% | 1,492,126 | +91.4% | 19.48% | +423.1% |
| Q3 2021 | $57,622,000 | +74.4% | 779,621 | +71.7% | 3.72% | -15.0% |
| Q2 2021 | $33,032,000 | +139.2% | 454,176 | +114.2% | 4.38% | +139.9% |
| Q1 2021 | $13,808,000 | +1.9% | 212,066 | -0.1% | 1.83% | -21.6% |
| Q4 2020 | $13,547,000 | +9.4% | 212,274 | +296.0% | 2.33% | -14.5% |
| Q3 2020 | $12,387,000 | -3.2% | 53,604 | -13.1% | 2.73% | -10.9% |
| Q2 2020 | $12,797,000 | -41.1% | 61,675 | -53.2% | 3.06% | -60.3% |
| Q1 2020 | $21,743,000 | -57.2% | 131,734 | -49.8% | 7.70% | -38.3% |
| Q4 2019 | $50,775,000 | +4.9% | 262,211 | -2.4% | 12.48% | -13.8% |
| Q3 2019 | $48,390,000 | -48.9% | 268,788 | -49.1% | 14.47% | -49.9% |
| Q2 2019 | $94,646,000 | +34.2% | 528,038 | +29.0% | 28.89% | +32.4% |
| Q1 2019 | $70,536,000 | +283.6% | 409,234 | +235.4% | 21.82% | +214.0% |
| Q4 2018 | $18,386,000 | +1352.3% | 122,028 | +1607.2% | 6.95% | +1695.6% |
| Q3 2018 | $1,266,000 | +284.8% | 7,148 | +253.2% | 0.39% | +242.5% |
| Q2 2018 | $329,000 | +11.1% | 2,024 | +5.7% | 0.11% | +7.6% |
| Q1 2018 | $296,000 | -98.2% | 1,914 | -98.2% | 0.10% | -98.3% |
| Q4 2017 | $16,692,000 | – | 109,264 | – | 6.10% | – |
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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% |