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 | $691,863 | -2.9% | 10,112 | 0.0% | 0.34% | -1.4% |
| Q2 2023 | $712,694 | +10.3% | 10,112 | 0.0% | 0.34% | 0.0% |
| Q1 2023 | $646,056 | +9.2% | 10,112 | 0.0% | 0.34% | +53.3% |
| Q4 2022 | $591,552 | +1.1% | 10,112 | 0.0% | 0.22% | -5.5% |
| Q3 2022 | $584,979 | -4.1% | 10,112 | 0.0% | 0.24% | -1.7% |
| Q2 2022 | $610,259 | -21.0% | 10,112 | 0.0% | 0.24% | -9.0% |
| Q1 2022 | $772,355 | -8.7% | 10,112 | 0.0% | 0.27% | -5.7% |
| Q4 2021 | $846,071 | +13.2% | 10,112 | 0.0% | 0.28% | +2.2% |
| Q3 2021 | $747,378 | +1.6% | 10,112 | 0.0% | 0.28% | +2.6% |
| Q2 2021 | $735,446 | +11.7% | 10,112 | 0.0% | 0.27% | +3.9% |
| Q1 2021 | $658,392 | +2.0% | 10,112 | 0.0% | 0.26% | -5.5% |
| Q4 2020 | $645,348 | +2.2% | 10,112 | +270.1% | 0.27% | -10.2% |
| Q3 2020 | $631,311 | +11.4% | 2,732 | 0.0% | 0.30% | +2.7% |
| Q2 2020 | $566,863 | +25.7% | 2,732 | 0.0% | 0.30% | +4.6% |
| Q1 2020 | $450,917 | -14.8% | 2,732 | 0.0% | 0.28% | +4.8% |
| Q4 2019 | $529,024 | +7.6% | 2,732 | 0.0% | 0.27% | -1.5% |
| Q3 2019 | $491,842 | +0.4% | 2,732 | 0.0% | 0.28% | -2.1% |
| Q2 2019 | $489,684 | +4.0% | 2,732 | 0.0% | 0.28% | +2.2% |
| Q1 2019 | $470,888 | +14.4% | 2,732 | 0.0% | 0.28% | +3.8% |
| Q4 2018 | $411,630 | -15.0% | 2,732 | 0.0% | 0.26% | -16.4% |
| Q3 2018 | $484,028 | +9.0% | 2,732 | 0.0% | 0.32% | +2.6% |
| Q2 2018 | $444,251 | +4.9% | 2,732 | 0.0% | 0.31% | +2.0% |
| Q1 2018 | $423,651 | +1.5% | 2,732 | 0.0% | 0.30% | -1.0% |
| Q4 2017 | $417,368 | +6.5% | 2,732 | 0.0% | 0.31% | +2.3% |
| Q3 2017 | $391,823 | +4.8% | 2,732 | 0.0% | 0.30% | +1.0% |
| Q2 2017 | $373,874 | +4.1% | 2,732 | 0.0% | 0.30% | -1.7% |
| Q1 2017 | $359,313 | +8.0% | 2,732 | 0.0% | 0.30% | +1.0% |
| Q4 2016 | $332,730 | +0.1% | 2,732 | 0.0% | 0.30% | -1.7% |
| Q3 2016 | $332,375 | +4.4% | 2,732 | 0.0% | 0.30% | +0.7% |
| Q2 2016 | $318,497 | +0.6% | 2,732 | 0.0% | 0.30% | +0.3% |
| Q1 2016 | $316,611 | – | 2,732 | – | 0.30% | – |
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% |