ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $81,301 | +1.6% | 1,100 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $80,003 | +11.7% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $71,621 | +2.0% | 1,100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $70,202 | +10.5% | 1,100 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $63,547 | +11.4% | 275 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $57,060 | +25.7% | 275 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $45,389 | -14.8% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $53,251 | +7.6% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $49,508 | +0.4% | 275 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $49,291 | +4.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $47,399 | +14.4% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $41,434 | -15.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $48,722 | +9.0% | 275 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $44,718 | +4.9% | 275 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $42,644 | +1.5% | 275 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $42,012 | +6.5% | 275 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $39,441 | – | 275 | – | 0.01% | – |
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% |