ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,868 | -2.9% | 305 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $21,496 | +10.3% | 305 | 0.0% | 0.01% | +18.2% |
| Q1 2023 | $19,486 | -16.7% | 305 | -23.8% | 0.01% | -21.4% |
| Q4 2022 | $23,400 | +1.7% | 400 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $23,000 | -4.2% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $24,000 | -22.6% | 400 | 0.0% | 0.02% | -11.1% |
| Q1 2022 | $31,000 | -6.1% | 400 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $33,000 | +10.0% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.02% | +5.6% |
| Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $26,000 | 0.0% | 400 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $26,000 | +13.0% | 400 | +300.0% | 0.02% | -10.0% |
| Q3 2020 | $23,000 | +9.5% | 100 | 0.0% | 0.02% | +11.1% |
| Q2 2020 | $21,000 | +23.5% | 100 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $17,000 | -10.5% | 100 | 0.0% | 0.02% | +13.3% |
| Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $18,000 | 0.0% | 100 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 100 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $15,000 | -16.7% | 100 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $18,000 | -37.9% | 100 | -44.4% | 0.02% | -38.5% |
| Q2 2018 | $29,000 | -32.6% | 180 | -35.7% | 0.03% | -33.3% |
| Q1 2018 | $43,000 | 0.0% | 280 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $43,000 | -28.3% | 280 | -33.3% | 0.04% | -31.6% |
| Q3 2017 | $60,000 | +5.3% | 420 | 0.0% | 0.06% | 0.0% |
| Q2 2017 | $57,000 | +3.6% | 420 | 0.0% | 0.06% | +3.6% |
| Q1 2017 | $55,000 | +7.8% | 420 | 0.0% | 0.06% | +3.8% |
| Q4 2016 | $51,000 | – | 420 | – | 0.05% | – |
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% |