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 | $565,000 | -3.1% | 8,858 | +251.4% | 0.41% | -27.8% |
Q3 2020 | $583,000 | -31.9% | 2,521 | -38.9% | 0.57% | -34.9% |
Q2 2020 | $856,000 | +25.9% | 4,124 | +0.0% | 0.87% | +23.5% |
Q1 2020 | $680,000 | -2.0% | 4,122 | +15.0% | 0.71% | +21.9% |
Q4 2019 | $694,000 | +7.6% | 3,584 | 0.0% | 0.58% | -0.9% |
Q3 2019 | $645,000 | +68.0% | 3,584 | +67.2% | 0.58% | +42.1% |
Q2 2019 | $384,000 | – | 2,143 | – | 0.41% | – |
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% |