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 | $576,643 | +6.2% | 8,297 | +7.9% | 0.12% | +8.2% |
| Q2 2023 | $543,215 | +1.8% | 7,693 | -7.8% | 0.11% | -7.6% |
| Q1 2023 | $533,376 | +6.0% | 8,348 | +4.6% | 0.12% | +7.2% |
| Q4 2022 | $503,330 | +6.9% | 7,983 | -2.0% | 0.11% | -10.5% |
| Q3 2022 | $471,000 | -4.3% | 8,149 | +0.0% | 0.12% | +0.8% |
| Q2 2022 | $492,000 | -20.9% | 8,145 | +0.0% | 0.12% | -8.9% |
| Q1 2022 | $622,000 | 0.0% | 8,142 | +0.3% | 0.14% | -0.7% |
| Q4 2021 | $622,000 | +2.5% | 8,114 | -1.2% | 0.14% | -4.9% |
| Q3 2021 | $607,000 | +2.2% | 8,216 | +0.6% | 0.14% | -6.5% |
| Q2 2021 | $594,000 | +11.7% | 8,171 | +0.0% | 0.15% | +1.3% |
| Q1 2021 | $532,000 | +7.7% | 8,169 | +8.5% | 0.15% | +2.0% |
| Q4 2020 | $494,000 | -47.8% | 7,526 | +83.6% | 0.15% | -54.5% |
| Q3 2020 | $947,000 | +11.4% | 4,100 | +0.1% | 0.32% | -2.1% |
| Q2 2020 | $850,000 | +31.6% | 4,095 | +0.1% | 0.33% | -17.0% |
| Q1 2020 | $646,000 | -22.1% | 4,091 | -1.0% | 0.40% | +24.2% |
| Q4 2019 | $829,000 | -14.1% | 4,133 | -22.9% | 0.32% | -24.9% |
| Q3 2019 | $965,000 | -5.8% | 5,361 | -6.2% | 0.43% | -10.8% |
| Q2 2019 | $1,024,000 | -8.9% | 5,713 | -12.4% | 0.48% | -20.9% |
| Q1 2019 | $1,124,000 | +13.1% | 6,519 | -1.2% | 0.61% | -6.0% |
| Q4 2018 | $994,000 | -4.8% | 6,597 | +11.9% | 0.65% | -5.0% |
| Q3 2018 | $1,044,000 | +10.8% | 5,893 | +1.7% | 0.68% | -1.4% |
| Q2 2018 | $942,000 | +6.2% | 5,792 | +1.2% | 0.69% | -0.7% |
| Q1 2018 | $887,000 | +4.8% | 5,726 | +3.4% | 0.70% | +4.3% |
| Q4 2017 | $846,000 | – | 5,537 | – | 0.67% | – |
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% |