ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $13,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $13,000 | +8.3% | 200 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | -43.8% | 50 | -49.0% | 0.00% | -50.0% |
| Q2 2018 | $16,000 | -52.9% | 98 | -55.7% | 0.00% | -63.6% |
| Q1 2018 | $34,000 | 0.0% | 221 | 0.0% | 0.01% | +37.5% |
| Q4 2017 | $34,000 | +6.2% | 221 | 0.0% | 0.01% | -27.3% |
| Q3 2017 | $32,000 | -62.4% | 221 | -64.4% | 0.01% | -62.1% |
| Q2 2017 | $85,000 | -9.6% | 621 | -13.4% | 0.03% | -17.1% |
| Q1 2017 | $94,000 | +2.2% | 717 | -3.4% | 0.04% | -35.2% |
| Q4 2016 | $92,000 | – | 742 | – | 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% |