ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,148 | -2.9% | 9,400 | 0.0% | 0.38% | -2.8% |
| Q2 2023 | $662,512 | +10.3% | 9,400 | 0.0% | 0.39% | +6.6% |
| Q1 2023 | $600,566 | +9.2% | 9,400 | 0.0% | 0.37% | +6.4% |
| Q4 2022 | $549,900 | +1.1% | 9,400 | 0.0% | 0.34% | -6.5% |
| Q3 2022 | $544,000 | -4.1% | 9,400 | 0.0% | 0.37% | +0.3% |
| Q2 2022 | $567,000 | -21.0% | 9,400 | 0.0% | 0.37% | -8.7% |
| Q1 2022 | $718,000 | -8.7% | 9,400 | 0.0% | 0.40% | -6.7% |
| Q4 2021 | $786,000 | +13.1% | 9,400 | 0.0% | 0.43% | +3.4% |
| Q3 2021 | $695,000 | +1.6% | 9,400 | 0.0% | 0.42% | -2.6% |
| Q2 2021 | $684,000 | +11.8% | 9,400 | 0.0% | 0.43% | +1.2% |
| Q1 2021 | $612,000 | +2.0% | 9,400 | 0.0% | 0.42% | -6.6% |
| Q4 2020 | $600,000 | +10.5% | 9,400 | +300.0% | 0.45% | -0.9% |
| Q3 2020 | $543,000 | +11.3% | 2,350 | 0.0% | 0.46% | +6.5% |
| Q2 2020 | $488,000 | +13.0% | 2,350 | -10.2% | 0.43% | -7.7% |
| Q1 2020 | $432,000 | -14.8% | 2,616 | 0.0% | 0.46% | +8.4% |
| Q4 2019 | $507,000 | +1777.8% | 2,616 | +883.5% | 0.43% | +1616.0% |
| Q3 2019 | $27,000 | +1250.0% | 266 | +1673.3% | 0.02% | +2400.0% |
| Q1 2019 | $2,000 | – | 15 | – | 0.00% | – |
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% |