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 2023 | $2,005,801 | -10.4% | 29,316 | -7.7% | 0.07% | -15.4% |
| Q2 2023 | $2,239,713 | +6.9% | 31,778 | -3.1% | 0.08% | +4.0% |
| Q1 2023 | $2,095,592 | -60.7% | 32,800 | -64.1% | 0.08% | -63.1% |
| Q4 2022 | $5,339,061 | +11.6% | 91,266 | +10.4% | 0.20% | +2.5% |
| Q3 2022 | $4,784,000 | +0.6% | 82,689 | +4.9% | 0.20% | +5.9% |
| Q2 2022 | $4,757,000 | -16.7% | 78,823 | +5.5% | 0.19% | -2.6% |
| Q1 2022 | $5,709,000 | +2.3% | 74,741 | +12.1% | 0.19% | +7.9% |
| Q4 2021 | $5,579,000 | +8.0% | 66,681 | -4.6% | 0.18% | +0.6% |
| Q3 2021 | $5,168,000 | +9.1% | 69,917 | +7.3% | 0.18% | +7.9% |
| Q2 2021 | $4,739,000 | +14.5% | 65,159 | +2.5% | 0.16% | +7.2% |
| Q1 2021 | $4,138,000 | +2.5% | 63,559 | +0.5% | 0.15% | -16.8% |
| Q4 2020 | $4,036,000 | +12.8% | 63,236 | +308.4% | 0.18% | -0.5% |
| Q3 2020 | $3,578,000 | +3.2% | 15,485 | -7.3% | 0.18% | -4.6% |
| Q2 2020 | $3,467,000 | +25.3% | 16,709 | -0.4% | 0.19% | -1.5% |
| Q1 2020 | $2,768,000 | -18.1% | 16,769 | -4.0% | 0.20% | +3.1% |
| Q4 2019 | $3,381,000 | +5.2% | 17,461 | -2.2% | 0.19% | -1.5% |
| Q3 2019 | $3,214,000 | +0.5% | 17,852 | +0.1% | 0.19% | -0.5% |
| Q2 2019 | $3,197,000 | +2.8% | 17,838 | -1.1% | 0.20% | +1.0% |
| Q1 2019 | $3,109,000 | +9.9% | 18,038 | -4.0% | 0.19% | +1.0% |
| Q4 2018 | $2,830,000 | -20.3% | 18,780 | -6.3% | 0.19% | -8.2% |
| Q3 2018 | $3,552,000 | +5.6% | 20,049 | -3.1% | 0.21% | +4.0% |
| Q2 2018 | $3,365,000 | -0.9% | 20,691 | -5.6% | 0.20% | -7.8% |
| Q1 2018 | $3,397,000 | -10.7% | 21,907 | -12.0% | 0.22% | -9.2% |
| Q4 2017 | $3,802,000 | -0.5% | 24,888 | -6.6% | 0.24% | -19.3% |
| Q3 2017 | $3,823,000 | +2.8% | 26,658 | -1.9% | 0.30% | -2.0% |
| Q2 2017 | $3,718,000 | -1.1% | 27,166 | -5.0% | 0.30% | -3.2% |
| Q1 2017 | $3,761,000 | +2.8% | 28,597 | -4.8% | 0.31% | -8.0% |
| Q4 2016 | $3,658,000 | +10.1% | 30,034 | +10.0% | 0.34% | +10.4% |
| Q3 2016 | $3,323,000 | +37.9% | 27,311 | +32.1% | 0.31% | +7.0% |
| Q2 2016 | $2,410,000 | – | 20,670 | – | 0.29% | – |
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% |