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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $308,000 | -8.6% | 4,035 | +0.1% | 0.09% | -14.3% |
Q4 2021 | $337,000 | +13.5% | 4,029 | +0.1% | 0.10% | -10.3% |
Q3 2021 | $297,000 | +1.7% | 4,024 | +0.1% | 0.12% | -7.1% |
Q2 2021 | $292,000 | +11.9% | 4,018 | +0.1% | 0.13% | -5.3% |
Q1 2021 | $261,000 | +2.0% | 4,013 | +0.1% | 0.13% | -9.5% |
Q4 2020 | $256,000 | -11.7% | 4,007 | +219.3% | 0.15% | -25.0% |
Q3 2020 | $290,000 | +7.4% | 1,255 | +0.2% | 0.20% | -8.8% |
Q2 2020 | $270,000 | -1.1% | 1,252 | -10.4% | 0.22% | -9.7% |
Q4 2019 | $273,000 | – | 1,398 | – | 0.24% | – |
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% |