ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $153,443 | +12.6% | 2,177 | +2.1% | 0.03% | +6.5% |
| Q1 2023 | $136,244 | +553.3% | 2,132 | +492.2% | 0.03% | +416.7% |
| Q4 2022 | $20,854 | -0.7% | 360 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $21,000 | +23.5% | 360 | +30.0% | 0.01% | +20.0% |
| Q2 2022 | $17,000 | +88.9% | 277 | +477.1% | 0.01% | +66.7% |
| Q4 2019 | $9,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $9,000 | -98.4% | 48 | -98.7% | 0.00% | -99.1% |
| Q4 2018 | $563,000 | – | 3,734 | – | 0.32% | – |
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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% |