ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 996 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,119 | +5.6% | 8,581 | +8.8% | 0.12% | +2.7% |
| Q2 2023 | $555,812 | +8.8% | 7,886 | -1.4% | 0.11% | +6.6% |
| Q1 2023 | $511,062 | +11.5% | 7,999 | +9.7% | 0.11% | +9.3% |
| Q4 2022 | $458,295 | -28.8% | 7,294 | -34.4% | 0.10% | -40.1% |
| Q3 2022 | $644,000 | -4.9% | 11,126 | -0.8% | 0.16% | +1.9% |
| Q2 2022 | $677,000 | -28.0% | 11,214 | -8.9% | 0.16% | -14.1% |
| Q1 2022 | $940,000 | -36.5% | 12,312 | -30.4% | 0.18% | -33.2% |
| Q4 2021 | $1,480,000 | +5.6% | 17,690 | -6.7% | 0.28% | -3.5% |
| Q3 2021 | $1,401,000 | -5.1% | 18,960 | -6.6% | 0.29% | -5.0% |
| Q2 2021 | $1,477,000 | +9.1% | 20,307 | -2.3% | 0.30% | +3.1% |
| Q1 2021 | $1,354,000 | -3.6% | 20,794 | -5.6% | 0.29% | -15.8% |
| Q4 2020 | $1,405,000 | +140400.0% | 22,019 | +317.7% | 0.35% | +4.5% |
| Q3 2020 | $1,000 | -99.9% | 5,271 | -8.1% | 0.33% | -5.4% |
| Q2 2020 | $1,190,000 | -13.9% | 5,736 | -31.5% | 0.35% | -29.0% |
| Q1 2020 | $1,382,000 | +5.7% | 8,371 | +23.9% | 0.50% | +32.3% |
| Q4 2019 | $1,308,000 | +14.1% | 6,756 | +5.6% | 0.38% | -17.8% |
| Q3 2019 | $1,146,000 | – | 6,400 | – | 0.46% | – |
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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% |