ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $232,696 | -2.9% | 3,644 | +7.1% | 0.07% | -5.6% |
Q2 2023 | $239,702 | +10.3% | 3,401 | 0.0% | 0.07% | +1.4% |
Q1 2023 | $217,290 | -44.9% | 3,401 | -49.5% | 0.07% | -49.6% |
Q4 2022 | $394,161 | +1.3% | 6,738 | +0.3% | 0.14% | -7.3% |
Q3 2022 | $389,000 | +8.1% | 6,721 | +12.6% | 0.15% | +6.4% |
Q2 2022 | $360,000 | -16.5% | 5,971 | +5.8% | 0.14% | -9.6% |
Q1 2022 | $431,000 | -7.1% | 5,644 | +1.7% | 0.16% | -18.3% |
Q4 2021 | $464,000 | +13.2% | 5,550 | +0.2% | 0.19% | -2.6% |
Q3 2021 | $410,000 | +9.0% | 5,541 | +7.1% | 0.20% | +6.5% |
Q2 2021 | $376,000 | +22.1% | 5,172 | +9.5% | 0.18% | +10.8% |
Q1 2021 | $308,000 | +2.3% | 4,723 | 0.0% | 0.17% | -7.3% |
Q4 2020 | $301,000 | -33.7% | 4,723 | +140.1% | 0.18% | -42.8% |
Q3 2020 | $454,000 | -0.7% | 1,967 | -10.8% | 0.31% | -41.1% |
Q2 2020 | $457,000 | +25.9% | 2,205 | +0.2% | 0.53% | -6.5% |
Q1 2020 | $363,000 | -27.8% | 2,201 | -15.3% | 0.57% | +27.9% |
Q4 2019 | $503,000 | -1.6% | 2,600 | -8.5% | 0.44% | -12.6% |
Q3 2019 | $511,000 | +0.4% | 2,841 | 0.0% | 0.51% | +7.2% |
Q2 2019 | $509,000 | +9.2% | 2,841 | +5.1% | 0.47% | +45.0% |
Q1 2019 | $466,000 | +14.5% | 2,704 | 0.0% | 0.33% | +1.6% |
Q4 2018 | $407,000 | -15.0% | 2,704 | 0.0% | 0.32% | -5.3% |
Q3 2018 | $479,000 | +8.9% | 2,704 | 0.0% | 0.34% | -36.0% |
Q2 2018 | $440,000 | +52.8% | 2,704 | +45.5% | 0.53% | +136.0% |
Q1 2018 | $288,000 | +21.5% | 1,859 | +19.8% | 0.22% | +9.8% |
Q4 2017 | $237,000 | – | 1,552 | – | 0.20% | – |
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% |