ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $205,260 | -2.9% | 3,000 | 0.0% | 0.11% | -2.7% |
| Q2 2023 | $211,440 | -7.7% | 3,000 | 0.0% | 0.11% | -15.9% |
| Q1 2022 | $229,000 | -8.8% | 3,000 | 0.0% | 0.13% | -2.2% |
| Q4 2021 | $251,000 | +13.1% | 3,000 | 0.0% | 0.14% | +7.1% |
| Q3 2021 | $222,000 | -22.9% | 3,000 | -24.2% | 0.13% | -22.2% |
| Q2 2021 | $288,000 | +11.6% | 3,960 | 0.0% | 0.16% | -0.6% |
| Q1 2021 | $258,000 | +2.0% | 3,960 | 0.0% | 0.16% | +3.2% |
| Q4 2020 | $253,000 | +10.5% | 3,960 | +300.0% | 0.16% | -4.8% |
| Q3 2020 | $229,000 | +11.7% | 990 | 0.0% | 0.17% | +17.7% |
| Q2 2020 | $205,000 | -42.1% | 990 | -50.0% | 0.14% | -6.0% |
| Q1 2020 | $354,000 | +85.3% | 1,980 | +100.0% | 0.15% | -8.0% |
| Q4 2019 | $191,000 | – | 990 | – | 0.16% | – |
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% |