ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,937 | -2.9% | 306 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $21,567 | +10.3% | 306 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $19,550 | +9.2% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $17,901 | -0.6% | 306 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,000 | 0.0% | 306 | 0.0% | 0.01% | -16.7% |
| Q2 2022 | $18,000 | -21.7% | 306 | 0.0% | 0.01% | -14.3% |
| Q1 2022 | $23,000 | -11.5% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $26,000 | +4.0% | 306 | -8.4% | 0.01% | 0.0% |
| Q3 2021 | $25,000 | -13.8% | 334 | -16.5% | 0.01% | -22.2% |
| Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $26,000 | 0.0% | 400 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $26,000 | +13.0% | 400 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +9.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +23.5% | 100 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $17,000 | -10.5% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.01% | +11.1% |
| Q2 2019 | $17,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $17,000 | +13.3% | 100 | 0.0% | 0.01% | -10.0% |
| Q4 2018 | $15,000 | -57.1% | 100 | -49.7% | 0.01% | -50.0% |
| Q3 2018 | $35,000 | +66.7% | 199 | +50.8% | 0.02% | +53.8% |
| Q2 2018 | $21,000 | +5.0% | 132 | 0.0% | 0.01% | +8.3% |
| Q1 2018 | $20,000 | 0.0% | 132 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $20,000 | – | 132 | – | 0.01% | – |
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% |