ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,922,232 | -3.9% | 28,095 | -1.0% | 0.10% | -20.2% |
Q2 2023 | $1,999,278 | +10.3% | 28,367 | +0.0% | 0.13% | -0.8% |
Q1 2023 | $1,812,134 | +9.2% | 28,363 | +0.0% | 0.13% | +6.6% |
Q4 2022 | $1,658,988 | -1.6% | 28,359 | -2.7% | 0.12% | -12.2% |
Q3 2022 | $1,686,000 | -3.0% | 29,147 | +1.2% | 0.14% | -5.4% |
Q2 2022 | $1,739,000 | -11.4% | 28,814 | +12.1% | 0.15% | -72.7% |
Q1 2022 | $1,963,000 | -6.2% | 25,700 | +2.7% | 0.54% | -7.1% |
Q4 2021 | $2,093,000 | +13.1% | 25,019 | -0.1% | 0.58% | -4.4% |
Q3 2021 | $1,851,000 | +1.5% | 25,042 | -0.2% | 0.61% | +2.9% |
Q2 2021 | $1,824,000 | +11.9% | 25,084 | +0.2% | 0.59% | -12.1% |
Q1 2021 | $1,630,000 | +3.0% | 25,041 | +1.0% | 0.67% | +120.0% |
Q4 2020 | $1,582,000 | +12.1% | 24,784 | +305.8% | 0.30% | +2.3% |
Q3 2020 | $1,411,000 | +492.9% | 6,108 | +321.8% | 0.30% | -46.3% |
Q1 2020 | $238,000 | -12.5% | 1,448 | +3.2% | 0.56% | +86.2% |
Q4 2019 | $272,000 | -36.0% | 1,403 | -50.4% | 0.30% | -27.8% |
Q4 2018 | $425,000 | – | 2,827 | – | 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% |