ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 618 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,249,500 | +26.7% | 135,246 | +30.6% | 0.47% | +30.9% |
| Q2 2023 | $7,299,203 | +20.0% | 103,564 | +8.5% | 0.36% | +10.2% |
| Q1 2023 | $6,084,525 | +88.4% | 95,429 | +72.9% | 0.32% | +45.5% |
| Q4 2022 | $3,229,307 | +10.7% | 55,202 | +14.3% | 0.22% | +0.5% |
| Q3 2022 | $2,917,000 | +4.1% | 48,289 | +4.0% | 0.22% | -1.8% |
| Q2 2022 | $2,802,000 | -2.2% | 46,425 | +0.0% | 0.22% | 0.0% |
| Q1 2022 | $2,864,000 | -36.7% | 46,411 | -24.2% | 0.22% | -49.8% |
| Q3 2021 | $4,526,000 | +13.9% | 61,237 | +12.1% | 0.45% | +10.1% |
| Q2 2021 | $3,974,000 | +14.2% | 54,645 | +2.3% | 0.41% | 0.0% |
| Q1 2021 | $3,479,000 | +11.8% | 53,436 | +9.6% | 0.41% | +4.4% |
| Q4 2020 | $3,113,000 | +13.3% | 48,775 | +310.1% | 0.39% | -3.0% |
| Q3 2020 | $2,748,000 | +1.3% | 11,893 | -9.0% | 0.40% | -7.2% |
| Q2 2020 | $2,712,000 | +5.0% | 13,071 | -16.5% | 0.43% | -11.5% |
| Q1 2020 | $2,584,000 | -40.7% | 15,657 | -30.4% | 0.49% | -26.7% |
| Q4 2019 | $4,356,000 | +7.2% | 22,497 | -0.4% | 0.67% | -0.1% |
| Q3 2019 | $4,065,000 | +53.8% | 22,580 | +53.1% | 0.67% | +32.0% |
| Q2 2019 | $2,643,000 | -1.7% | 14,744 | -5.5% | 0.51% | -22.3% |
| Q1 2019 | $2,690,000 | +3.1% | 15,609 | -9.9% | 0.65% | -2.4% |
| Q4 2018 | $2,609,000 | -35.7% | 17,316 | -24.4% | 0.67% | -27.3% |
| Q3 2018 | $4,058,000 | +20.3% | 22,906 | +10.5% | 0.92% | +7.5% |
| Q2 2018 | $3,372,000 | +15.6% | 20,735 | +10.2% | 0.85% | +6.1% |
| Q1 2018 | $2,917,000 | +27.0% | 18,810 | +25.1% | 0.80% | +27.4% |
| Q4 2017 | $2,296,000 | +88.0% | 15,031 | +76.5% | 0.63% | +25.0% |
| Q3 2017 | $1,221,000 | +3.5% | 8,514 | -1.3% | 0.50% | -9.0% |
| Q2 2017 | $1,180,000 | +18.5% | 8,622 | +13.8% | 0.56% | -0.4% |
| Q1 2017 | $996,000 | +125.9% | 7,576 | +109.3% | 0.56% | +88.2% |
| Q4 2016 | $441,000 | – | 3,620 | – | 0.30% | – |
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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% |