ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,003,706 | +1193.3% | 43,901 | +1255.0% | 0.83% | +1265.6% |
| Q2 2023 | $232,243 | -24.1% | 3,240 | -22.9% | 0.06% | -27.4% |
| Q2 2021 | $306,000 | -36.4% | 4,202 | -43.1% | 0.08% | -16.8% |
| Q1 2021 | $481,000 | -0.2% | 7,386 | -2.2% | 0.10% | -6.5% |
| Q4 2020 | $482,000 | +9.0% | 7,552 | +294.8% | 0.11% | -4.4% |
| Q3 2020 | $442,000 | +7.0% | 1,913 | -3.9% | 0.11% | +15.3% |
| Q2 2020 | $413,000 | +3.8% | 1,991 | -17.5% | 0.10% | -16.2% |
| Q1 2020 | $398,000 | -46.1% | 2,414 | -36.7% | 0.12% | -37.1% |
| Q4 2019 | $739,000 | +9.8% | 3,814 | +2.0% | 0.19% | +0.5% |
| Q3 2019 | $673,000 | +1.2% | 3,739 | +0.8% | 0.18% | -3.6% |
| Q2 2019 | $665,000 | -0.7% | 3,708 | -4.6% | 0.19% | -9.4% |
| Q1 2019 | $670,000 | +35.9% | 3,886 | +18.7% | 0.21% | +8.7% |
| Q4 2018 | $493,000 | +7.4% | 3,274 | +26.5% | 0.20% | +18.9% |
| Q3 2018 | $459,000 | +8.3% | 2,588 | -0.8% | 0.16% | +1.9% |
| Q2 2018 | $424,000 | – | 2,609 | – | 0.16% | – |
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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% |