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 | $148,874,604 | -3.7% | 2,175,893 | -0.8% | 0.01% | 0.0% |
Q2 2023 | $154,541,471 | -45.9% | 2,192,700 | -51.0% | 0.01% | 0.0% |
Q1 2023 | $285,724,530 | +115.2% | 4,472,132 | +97.0% | 0.01% | 0.0% |
Q4 2022 | $132,787,361 | -1.0% | 2,269,870 | -2.1% | 0.01% | -7.1% |
Q3 2022 | $134,120,000 | -6.3% | 2,318,406 | -2.2% | 0.01% | 0.0% |
Q2 2022 | $143,074,000 | -22.4% | 2,370,743 | -1.7% | 0.01% | -6.7% |
Q1 2022 | $184,263,000 | -9.7% | 2,412,454 | -1.1% | 0.02% | 0.0% |
Q4 2021 | $204,154,000 | +10.9% | 2,439,990 | -2.1% | 0.02% | 0.0% |
Q3 2021 | $184,142,000 | +0.1% | 2,491,442 | -1.4% | 0.02% | +7.1% |
Q2 2021 | $183,868,000 | +10.4% | 2,528,088 | -1.2% | 0.01% | 0.0% |
Q1 2021 | $166,590,000 | +0.4% | 2,558,581 | -1.6% | 0.01% | -6.7% |
Q4 2020 | $165,889,000 | +5.3% | 2,599,327 | +281.3% | 0.02% | -6.2% |
Q3 2020 | $157,527,000 | +3.4% | 681,697 | -7.1% | 0.02% | -5.9% |
Q2 2020 | $152,307,000 | +17.7% | 734,044 | -6.4% | 0.02% | -5.6% |
Q1 2020 | $129,377,000 | -18.7% | 783,862 | -4.6% | 0.02% | 0.0% |
Q4 2019 | $159,141,000 | +5.2% | 821,836 | -2.2% | 0.02% | 0.0% |
Q3 2019 | $151,226,000 | -0.5% | 840,003 | -0.9% | 0.02% | 0.0% |
Q2 2019 | $151,967,000 | +2.1% | 847,845 | -1.8% | 0.02% | 0.0% |
Q1 2019 | $148,868,000 | +11.3% | 863,705 | -2.7% | 0.02% | 0.0% |
Q4 2018 | $133,696,000 | -14.5% | 887,343 | +0.5% | 0.02% | 0.0% |
Q3 2018 | $156,371,000 | +5.3% | 882,607 | -3.3% | 0.02% | +5.9% |
Q2 2018 | $148,434,000 | +2.5% | 912,821 | -2.3% | 0.02% | 0.0% |
Q1 2018 | $144,868,000 | -6.7% | 934,209 | -8.1% | 0.02% | -5.6% |
Q4 2017 | $155,278,000 | +2.9% | 1,016,419 | -3.4% | 0.02% | 0.0% |
Q3 2017 | $150,967,000 | +1.1% | 1,052,624 | -3.5% | 0.02% | -5.3% |
Q2 2017 | $149,324,000 | +0.7% | 1,091,154 | -3.2% | 0.02% | 0.0% |
Q1 2017 | $148,329,000 | +4.4% | 1,127,804 | -3.3% | 0.02% | 0.0% |
Q4 2016 | $142,051,000 | -1.9% | 1,166,358 | -2.0% | 0.02% | 0.0% |
Q3 2016 | $144,744,000 | +2.2% | 1,189,746 | -2.0% | 0.02% | 0.0% |
Q2 2016 | $141,603,000 | -5.2% | 1,214,643 | -5.8% | 0.02% | -9.5% |
Q1 2016 | $149,419,000 | +557.2% | 1,289,322 | +556.7% | 0.02% | +600.0% |
Q4 2015 | $22,735,000 | +23.9% | 196,327 | +15.3% | 0.00% | 0.0% |
Q3 2015 | $18,350,000 | +258.5% | 170,222 | +278.7% | 0.00% | +200.0% |
Q2 2015 | $5,118,000 | +12.8% | 44,947 | +12.9% | 0.00% | 0.0% |
Q1 2015 | $4,537,000 | +9.5% | 39,812 | +7.2% | 0.00% | 0.0% |
Q4 2014 | $4,143,000 | +25.4% | 37,127 | +20.4% | 0.00% | – |
Q3 2014 | $3,303,000 | +3.7% | 30,846 | +1.9% | 0.00% | – |
Q2 2014 | $3,184,000 | +30.0% | 30,268 | +23.3% | 0.00% | – |
Q1 2014 | $2,450,000 | +12.6% | 24,543 | +11.4% | 0.00% | – |
Q4 2013 | $2,175,000 | +35.3% | 22,027 | +22.4% | 0.00% | – |
Q3 2013 | $1,608,000 | +18.6% | 17,994 | +11.4% | 0.00% | – |
Q2 2013 | $1,356,000 | – | 16,146 | – | 0.00% | – |
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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% |