ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,232,311 | -2.9% | 18,011 | 0.0% | 0.42% | -1.9% |
Q2 2023 | $1,269,233 | +10.3% | 18,011 | 0.0% | 0.42% | +5.5% |
Q1 2023 | $1,150,541 | -7.7% | 18,011 | -15.5% | 0.40% | -8.4% |
Q4 2022 | $1,246,986 | +1.1% | 21,316 | 0.0% | 0.44% | -10.4% |
Q3 2022 | $1,233,000 | -4.2% | 21,316 | 0.0% | 0.49% | -0.4% |
Q2 2022 | $1,287,000 | -20.9% | 21,316 | 0.0% | 0.49% | -8.6% |
Q1 2022 | $1,628,000 | -8.7% | 21,316 | 0.0% | 0.54% | -11.1% |
Q4 2021 | $1,784,000 | +6.5% | 21,316 | 0.0% | 0.60% | -0.7% |
Q3 2021 | $1,675,000 | +14.0% | 21,316 | 0.0% | 0.61% | +7.2% |
Q2 2021 | $1,469,000 | +8.6% | 21,316 | 0.0% | 0.57% | -4.2% |
Q1 2021 | $1,353,000 | -0.5% | 21,316 | 0.0% | 0.59% | -2.3% |
Q4 2020 | $1,360,000 | +10.5% | 21,316 | +300.0% | 0.61% | +0.7% |
Q3 2020 | $1,231,000 | +11.3% | 5,329 | 0.0% | 0.60% | -8.2% |
Q2 2020 | $1,106,000 | +25.7% | 5,329 | 0.0% | 0.66% | +4.8% |
Q1 2020 | $880,000 | +54.7% | 5,329 | +81.4% | 0.63% | +116.2% |
Q4 2019 | $569,000 | +7.6% | 2,938 | 0.0% | 0.29% | +3.6% |
Q3 2019 | $529,000 | +0.4% | 2,938 | 0.0% | 0.28% | +51.4% |
Q2 2019 | $527,000 | -20.3% | 2,938 | -23.4% | 0.18% | -50.8% |
Q1 2019 | $661,000 | +1552.5% | 3,834 | +1330.6% | 0.38% | +1404.0% |
Q4 2018 | $40,000 | – | 268 | – | 0.02% | – |
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% |