ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,504,615 | -4.5% | 51,052 | -2.0% | 0.58% | -2.4% |
Q2 2023 | $3,671,537 | +9.4% | 52,093 | -0.8% | 0.59% | -0.5% |
Q1 2023 | $3,354,552 | +9.2% | 52,505 | -0.0% | 0.59% | +1.5% |
Q4 2022 | $3,072,543 | +30.2% | 52,522 | +28.7% | 0.58% | +15.4% |
Q3 2022 | $2,360,000 | -4.3% | 40,803 | -0.2% | 0.50% | -12.8% |
Q2 2022 | $2,466,000 | -20.9% | 40,866 | +0.1% | 0.58% | -10.9% |
Q1 2022 | $3,119,000 | -8.8% | 40,838 | -0.1% | 0.65% | -5.4% |
Q4 2021 | $3,419,000 | +13.1% | 40,865 | -0.0% | 0.69% | +2.1% |
Q3 2021 | $3,022,000 | +248.6% | 40,882 | +450.2% | 0.67% | +245.1% |
Q2 2021 | $867,000 | -68.9% | 7,430 | -82.6% | 0.20% | -71.6% |
Q1 2021 | $2,784,000 | -19.8% | 42,766 | -21.4% | 0.69% | -24.4% |
Q4 2020 | $3,471,000 | +2.2% | 54,381 | +273.7% | 0.91% | -12.7% |
Q3 2020 | $3,395,000 | +47.5% | 14,552 | +32.6% | 1.04% | +27.9% |
Q2 2020 | $2,301,000 | +28.8% | 10,972 | +1.4% | 0.81% | +13.9% |
Q1 2020 | $1,786,000 | -14.7% | 10,819 | +0.0% | 0.71% | -5.4% |
Q4 2019 | $2,095,000 | +7.6% | 10,817 | +0.0% | 0.76% | -1.9% |
Q3 2019 | $1,947,000 | -1.5% | 10,812 | -1.9% | 0.77% | -6.9% |
Q2 2019 | $1,976,000 | +3.8% | 11,027 | +0.6% | 0.83% | -1.3% |
Q1 2019 | $1,904,000 | +15.4% | 10,957 | +0.0% | 0.84% | -0.1% |
Q4 2018 | $1,650,000 | -16.2% | 10,954 | -1.5% | 0.84% | -24.3% |
Q3 2018 | $1,969,000 | +7.5% | 11,116 | -1.3% | 1.11% | -7.7% |
Q2 2018 | $1,832,000 | +5.8% | 11,268 | 0.0% | 1.20% | -1.5% |
Q1 2018 | $1,731,000 | -2.0% | 11,268 | +0.7% | 1.22% | -2.9% |
Q4 2017 | $1,766,000 | – | 11,195 | – | 1.25% | – |
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% |