ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,947 | +21.6% | 170 | +40.5% | 0.01% | +28.6% |
| Q2 2021 | $9,000 | +12.5% | 121 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $8,000 | 0.0% | 121 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $8,000 | +14.3% | 121 | +303.3% | 0.01% | +16.7% |
| Q3 2020 | $7,000 | +16.7% | 30 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $6,000 | +50.0% | 30 | 0.0% | 0.01% | +40.0% |
| Q1 2020 | $4,000 | -88.2% | 30 | -83.1% | 0.01% | -86.1% |
| Q4 2019 | $34,000 | – | 177 | – | 0.04% | – |
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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% |