ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $15,020 | +9.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $13,684 | -2.9% | 200 | 0.0% | 0.00% | -20.0% |
| Q2 2023 | $14,096 | +10.3% | 200 | 0.0% | 0.01% | +25.0% |
| Q1 2023 | $12,778 | +9.2% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,700 | -64.5% | 200 | -50.0% | 0.00% | -63.6% |
| Q4 2021 | $33,000 | +10.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $29,000 | +11.5% | 400 | 0.0% | 0.01% | +22.2% |
| Q1 2021 | $26,000 | +4.0% | 400 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $25,000 | +8.7% | 400 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +15.0% | 100 | 0.0% | 0.01% | +11.1% |
| Q2 2020 | $20,000 | +25.0% | 100 | 0.0% | 0.01% | +12.5% |
| Q1 2020 | $16,000 | -15.8% | 100 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $19,000 | +5.6% | 100 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $18,000 | +5.9% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $17,000 | -50.0% | 100 | -14.5% | 0.01% | +14.3% |
| Q1 2019 | $34,000 | +126.7% | 117 | +17.0% | 0.01% | 0.0% |
| Q4 2018 | $15,000 | -11.8% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $17,000 | +6.2% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 100 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $15,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $15,000 | +7.1% | 100 | 0.0% | 0.01% | -25.0% |
| Q3 2017 | $14,000 | +7.7% | 100 | 0.0% | 0.01% | +14.3% |
| Q2 2017 | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | – | 100 | – | 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% |