ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $391,000 | -8.0% | 1,696 | -17.2% | 0.16% | -15.1% |
| Q2 2020 | $425,000 | +26.1% | 2,049 | +0.1% | 0.18% | +8.8% |
| Q1 2020 | $337,000 | -18.8% | 2,047 | -4.7% | 0.17% | -7.1% |
| Q4 2019 | $415,000 | +1.0% | 2,147 | -6.0% | 0.18% | -4.2% |
| Q3 2019 | $411,000 | -0.2% | 2,284 | -0.7% | 0.19% | +4.4% |
| Q2 2019 | $412,000 | 0.0% | 2,301 | -3.6% | 0.18% | +4.0% |
| Q1 2019 | $412,000 | -13.1% | 2,388 | -24.2% | 0.18% | -25.4% |
| Q4 2018 | $474,000 | -72.6% | 3,149 | -67.8% | 0.24% | -69.1% |
| Q3 2018 | $1,731,000 | +8.5% | 9,770 | -0.4% | 0.76% | +1.3% |
| Q2 2018 | $1,595,000 | +124.0% | 9,811 | +113.6% | 0.75% | +100.3% |
| Q1 2018 | $712,000 | – | 4,594 | – | 0.38% | – |
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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% |