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 | $408 | -2.9% | 5,964 | 0.0% | 0.14% | -1.5% |
| Q2 2023 | $420 | +10.2% | 5,964 | 0.0% | 0.14% | +3.8% |
| Q1 2023 | $381 | +9.2% | 5,964 | 0.0% | 0.13% | +8.2% |
| Q4 2022 | $349 | -99.9% | 5,964 | 0.0% | 0.12% | -9.0% |
| Q3 2022 | $345,000 | -4.2% | 5,964 | 0.0% | 0.13% | -1.5% |
| Q2 2022 | $360,000 | -21.1% | 5,964 | 0.0% | 0.14% | -11.7% |
| Q1 2022 | $456,000 | -10.6% | 5,964 | -2.1% | 0.15% | -8.3% |
| Q4 2021 | $510,000 | +13.3% | 6,092 | 0.0% | 0.17% | +5.0% |
| Q3 2021 | $450,000 | +1.6% | 6,092 | 0.0% | 0.16% | 0.0% |
| Q2 2021 | $443,000 | +11.6% | 6,092 | 0.0% | 0.16% | +4.6% |
| Q1 2021 | $397,000 | -8.5% | 6,092 | -10.4% | 0.15% | -15.5% |
| Q4 2020 | $434,000 | -17.2% | 6,796 | +199.8% | 0.18% | -26.7% |
| Q3 2020 | $524,000 | +11.5% | 2,267 | 0.0% | 0.25% | +5.6% |
| Q2 2020 | $470,000 | -0.4% | 2,267 | -20.8% | 0.23% | -12.7% |
| Q1 2020 | $472,000 | -18.9% | 2,861 | -4.9% | 0.27% | -6.0% |
| Q4 2019 | $582,000 | +7.4% | 3,008 | 0.0% | 0.28% | +1.8% |
| Q3 2019 | $542,000 | +0.6% | 3,008 | -0.0% | 0.28% | -2.4% |
| Q2 2019 | $539,000 | +3.9% | 3,009 | 0.0% | 0.29% | +2.9% |
| Q1 2019 | $519,000 | +14.6% | 3,009 | 0.0% | 0.28% | -0.4% |
| Q4 2018 | $453,000 | -15.6% | 3,009 | -0.8% | 0.28% | -18.6% |
| Q3 2018 | $537,000 | +8.9% | 3,032 | 0.0% | 0.34% | -1.4% |
| Q2 2018 | $493,000 | +7.6% | 3,032 | +2.5% | 0.35% | +1.7% |
| Q1 2018 | $458,000 | -2.8% | 2,957 | -3.4% | 0.34% | -5.5% |
| Q4 2017 | $471,000 | – | 3,061 | – | 0.36% | – |
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% |