ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,180,135 | -7.8% | 119,558 | -5.0% | 0.53% | -1.1% |
Q2 2023 | $8,871,986 | +19.9% | 125,879 | +8.7% | 0.53% | +9.9% |
Q1 2023 | $7,397,372 | +9.8% | 115,783 | +0.6% | 0.48% | -3.0% |
Q4 2022 | $6,735,416 | -1.5% | 115,135 | -2.6% | 0.50% | -24.8% |
Q3 2022 | $6,841,000 | -5.0% | 118,259 | -0.9% | 0.66% | -2.1% |
Q2 2022 | $7,200,000 | -21.7% | 119,301 | -0.9% | 0.68% | -5.8% |
Q1 2022 | $9,198,000 | -9.1% | 120,418 | -0.4% | 0.72% | -6.5% |
Q4 2021 | $10,118,000 | +21.6% | 120,925 | +7.4% | 0.77% | -10.9% |
Q3 2021 | $8,322,000 | +19.3% | 112,590 | +17.4% | 0.86% | +79.5% |
Q2 2021 | $6,973,000 | +12.3% | 95,873 | +0.6% | 0.48% | 0.0% |
Q1 2021 | $6,208,000 | -14.2% | 95,339 | -15.9% | 0.48% | -17.0% |
Q4 2020 | $7,235,000 | +12.4% | 113,373 | +307.1% | 0.58% | +17.1% |
Q3 2020 | $6,435,000 | +12.2% | 27,849 | +0.8% | 0.50% | +11.7% |
Q2 2020 | $5,734,000 | +27.5% | 27,641 | +1.5% | 0.44% | -17.6% |
Q1 2020 | $4,496,000 | -28.2% | 27,236 | -15.8% | 0.54% | +117.3% |
Q4 2019 | $6,262,000 | +5.5% | 32,353 | -1.8% | 0.25% | -59.6% |
Q3 2019 | $5,933,000 | +1.4% | 32,953 | +1.0% | 0.61% | +4.1% |
Q2 2019 | $5,849,000 | +5.0% | 32,627 | +1.0% | 0.59% | -3.9% |
Q1 2019 | $5,571,000 | +9.3% | 32,319 | -4.5% | 0.61% | -3.5% |
Q4 2018 | $5,098,000 | -11.6% | 33,835 | +3.9% | 0.64% | +2.1% |
Q3 2018 | $5,768,000 | +10.5% | 32,555 | +1.4% | 0.62% | +63.9% |
Q2 2018 | $5,221,000 | +3.2% | 32,107 | -1.6% | 0.38% | -3.1% |
Q1 2018 | $5,061,000 | -5.1% | 32,636 | -6.5% | 0.39% | -5.5% |
Q4 2017 | $5,335,000 | +2.1% | 34,922 | -4.1% | 0.42% | -10.4% |
Q3 2017 | $5,224,000 | -6.0% | 36,422 | -14.0% | 0.46% | -45.8% |
Q2 2017 | $5,556,000 | 0.0% | 42,344 | 0.0% | 0.86% | +51.1% |
Q1 2017 | $5,556,000 | +15.1% | 42,344 | +6.9% | 0.57% | -8.1% |
Q4 2016 | $4,826,000 | – | 39,626 | – | 0.62% | – |
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% |