ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,131 | +1.7% | 265 | +4.7% | 0.00% | 0.0% |
| Q2 2023 | $17,831 | +3389.4% | 253 | +3062.5% | 0.00% | – |
| Q1 2023 | $511 | +9.2% | 8 | 0.0% | 0.00% | – |
| Q4 2022 | $468 | – | 8 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 8 | -98.2% | 0.00% | -100.0% |
| Q2 2022 | $27,000 | +2600.0% | 448 | +5500.0% | 0.00% | – |
| Q1 2022 | $1,000 | -92.3% | 8 | -94.9% | 0.00% | -100.0% |
| Q4 2021 | $13,000 | +1200.0% | 157 | +1862.5% | 0.00% | – |
| Q3 2021 | $1,000 | -93.8% | 8 | -96.4% | 0.00% | -100.0% |
| Q2 2021 | $16,000 | -99.9% | 220 | -47.2% | 0.00% | -60.0% |
| Q1 2021 | $27,159,000 | +100488.9% | 417 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $27,000 | +12.5% | 417 | +301.0% | 0.01% | -14.3% |
| Q3 2020 | $24,000 | +9.1% | 104 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $22,000 | +29.4% | 104 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $17,000 | -57.5% | 104 | -50.0% | 0.01% | -14.3% |
| Q4 2019 | $40,000 | +110.5% | 208 | +101.9% | 0.01% | +16.7% |
| Q3 2019 | $19,000 | +5.6% | 103 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $18,000 | 0.0% | 103 | 0.0% | 0.01% | -25.0% |
| Q1 2019 | $18,000 | +125.0% | 103 | +94.3% | 0.01% | +100.0% |
| Q4 2018 | $8,000 | -11.1% | 53 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | 0.0% | 53 | 0.0% | 0.00% | -20.0% |
| Q2 2018 | $9,000 | -59.1% | 53 | -62.9% | 0.01% | -64.3% |
| Q1 2018 | $22,000 | +175.0% | 143 | +169.8% | 0.01% | +180.0% |
| Q4 2017 | $8,000 | – | 53 | – | 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% |