ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $76,000 | -3.8% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $79,000 | +2.6% | 1,316 | +26.1% | 0.02% | -4.0% |
| Q3 2021 | $77,000 | +1.3% | 1,044 | 0.0% | 0.02% | +19.0% |
| Q2 2021 | $76,000 | +11.8% | 1,044 | 0.0% | 0.02% | +10.5% |
| Q1 2021 | $68,000 | +1.5% | 1,044 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $67,000 | +11.7% | 1,044 | +300.0% | 0.02% | +5.3% |
| Q3 2020 | $60,000 | +11.1% | 261 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $54,000 | +80.0% | 261 | +41.8% | 0.02% | +58.3% |
| Q1 2020 | $30,000 | -16.7% | 184 | 0.0% | 0.01% | -7.7% |
| Q4 2019 | $36,000 | +800.0% | 184 | +666.7% | 0.01% | +550.0% |
| Q3 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $4,000 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $4,000 | – | 24 | – | 0.00% | – |
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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% |