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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,303,000 | -30.3% | 177,103 | +152.2% | 1.69% | -43.0% |
| Q3 2020 | $16,225,000 | -20.1% | 70,212 | -28.3% | 2.97% | -37.7% |
| Q2 2020 | $20,318,000 | -23.0% | 97,922 | -38.8% | 4.76% | -58.0% |
| Q1 2020 | $26,395,000 | -11.6% | 159,919 | +3.7% | 11.34% | +42.9% |
| Q4 2019 | $29,855,000 | +8.5% | 154,177 | +0.8% | 7.93% | -8.7% |
| Q3 2019 | $27,524,000 | +0.4% | 152,887 | 0.0% | 8.69% | -13.3% |
| Q2 2019 | $27,403,000 | +2.0% | 152,887 | +0.4% | 10.02% | +8.5% |
| Q1 2019 | $26,863,000 | +16.9% | 152,335 | -0.1% | 9.24% | +16.1% |
| Q4 2018 | $22,986,000 | -14.5% | 152,560 | +0.5% | 7.96% | +0.2% |
| Q3 2018 | $26,883,000 | – | 151,736 | – | 7.95% | – |
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% |