ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $793,130 | +12.4% | 12,331 | 0.0% | 0.59% | +11.8% |
| Q4 2022 | $705,888 | -2.0% | 12,331 | -0.3% | 0.52% | -2.6% |
| Q3 2022 | $720,000 | -8.9% | 12,366 | -3.4% | 0.54% | -5.6% |
| Q2 2022 | $790,000 | -19.2% | 12,798 | 0.0% | 0.57% | -9.4% |
| Q1 2022 | $978,000 | -3.7% | 12,798 | -1.0% | 0.63% | -1.4% |
| Q4 2021 | $1,016,000 | +5.9% | 12,932 | 0.0% | 0.64% | -4.3% |
| Q3 2021 | $959,000 | -1.9% | 12,932 | -2.0% | 0.67% | -0.1% |
| Q2 2021 | $978,000 | +13.3% | 13,190 | -0.5% | 0.67% | +5.4% |
| Q1 2021 | $863,000 | +2.4% | 13,252 | 0.0% | 0.63% | -9.4% |
| Q4 2020 | $843,000 | +29.1% | 13,252 | +369.1% | 0.70% | +8.5% |
| Q3 2020 | $653,000 | +11.4% | 2,825 | 0.0% | 0.64% | +7.9% |
| Q2 2020 | $586,000 | +28.5% | 2,825 | 0.0% | 0.60% | +8.7% |
| Q1 2020 | $456,000 | -16.3% | 2,825 | 0.0% | 0.55% | +9.8% |
| Q4 2019 | $545,000 | +7.1% | 2,825 | 0.0% | 0.50% | +10.4% |
| Q3 2019 | $509,000 | -0.4% | 2,825 | 0.0% | 0.45% | -4.4% |
| Q2 2019 | $511,000 | +4.1% | 2,825 | 0.0% | 0.48% | +2.8% |
| Q1 2019 | $491,000 | +16.6% | 2,825 | 0.0% | 0.46% | -1.1% |
| Q4 2018 | $421,000 | -16.0% | 2,825 | 0.0% | 0.47% | +2.2% |
| Q3 2018 | $501,000 | +9.2% | 2,825 | 0.0% | 0.46% | +2.2% |
| Q2 2018 | $459,000 | – | 2,825 | – | 0.45% | – |
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% |