ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $11,431,241 | -1.0% | 166,532 | +1.7% | 0.77% | -5.6% |
Q2 2023 | $11,545,241 | +39.3% | 163,809 | +26.3% | 0.82% | +28.1% |
Q1 2023 | $8,289,237 | -1.9% | 129,742 | -10.2% | 0.64% | -22.5% |
Q4 2022 | $8,450,437 | +8.1% | 144,451 | +6.9% | 0.82% | +0.9% |
Q3 2022 | $7,817,000 | +60.6% | 135,134 | +67.5% | 0.82% | +77.8% |
Q2 2022 | $4,867,000 | -23.2% | 80,656 | -2.8% | 0.46% | -13.7% |
Q1 2022 | $6,335,000 | +0.3% | 82,940 | +9.9% | 0.53% | +0.2% |
Q4 2021 | $6,313,000 | +18.6% | 75,453 | +4.7% | 0.53% | -11.6% |
Q3 2021 | $5,325,000 | +34.3% | 72,058 | +32.2% | 0.60% | +26.3% |
Q2 2021 | $3,965,000 | +12.9% | 54,517 | +1.0% | 0.48% | -15.3% |
Q1 2021 | $3,513,000 | +39.8% | 53,961 | +37.0% | 0.56% | +7.0% |
Q4 2020 | $2,513,000 | +23.7% | 39,377 | +347.9% | 0.52% | +5.2% |
Q3 2020 | $2,031,000 | +16.7% | 8,792 | +4.8% | 0.50% | -0.6% |
Q2 2020 | $1,741,000 | +44.4% | 8,391 | +14.8% | 0.50% | +21.8% |
Q1 2020 | $1,206,000 | -7.9% | 7,307 | +8.0% | 0.41% | -37.6% |
Q4 2019 | $1,309,000 | +2.7% | 6,764 | -4.5% | 0.66% | +2.3% |
Q3 2019 | $1,275,000 | +66.9% | 7,083 | +66.1% | 0.64% | -13.2% |
Q2 2019 | $764,000 | +71.7% | 4,265 | +65.2% | 0.74% | +95.5% |
Q1 2019 | $445,000 | +14.4% | 2,582 | 0.0% | 0.38% | -2.3% |
Q4 2018 | $389,000 | – | 2,582 | – | 0.39% | – |
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% |