ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,793,219 | -2.1% | 244,647 | +0.6% | 10.09% | +0.7% |
Q2 2023 | $17,147,023 | +1.5% | 243,289 | -8.0% | 10.02% | +6.5% |
Q1 2023 | $16,901,676 | +10.3% | 264,543 | +1.0% | 9.40% | +5.7% |
Q4 2022 | $15,324,927 | -3.0% | 261,965 | -4.0% | 8.90% | -14.1% |
Q3 2022 | $15,794,000 | -17.1% | 273,020 | -13.5% | 10.36% | -10.3% |
Q2 2022 | $19,047,000 | -14.1% | 315,616 | +8.7% | 11.55% | -10.5% |
Q1 2022 | $22,180,000 | -3.1% | 290,389 | +6.2% | 12.91% | -0.8% |
Q4 2021 | $22,887,000 | +18.4% | 273,544 | +4.6% | 13.01% | +9.0% |
Q3 2021 | $19,328,000 | -0.4% | 261,502 | -2.0% | 11.94% | +0.1% |
Q2 2021 | $19,408,000 | +13.1% | 266,849 | +1.3% | 11.92% | +6.3% |
Q1 2021 | $17,155,000 | +0.5% | 263,482 | -1.5% | 11.22% | -13.6% |
Q4 2020 | $17,070,000 | +10.8% | 267,469 | +301.0% | 12.98% | -1.8% |
Q3 2020 | $15,412,000 | +18.9% | 66,694 | +6.8% | 13.22% | +5.5% |
Q2 2020 | $12,958,000 | +53.8% | 62,453 | +22.3% | 12.53% | +22.8% |
Q1 2020 | $8,427,000 | -2.8% | 51,056 | +14.0% | 10.21% | +12.9% |
Q4 2019 | $8,670,000 | – | 44,775 | – | 9.04% | – |
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% |