ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $497,550 | -2.9% | 7,272 | 0.0% | 0.16% | +0.6% |
Q2 2023 | $512,531 | +10.3% | 7,272 | 0.0% | 0.16% | +5.9% |
Q1 2023 | $464,608 | +9.2% | 7,272 | 0.0% | 0.15% | -1.9% |
Q4 2022 | $425,412 | +1.0% | 7,272 | 0.0% | 0.16% | -7.7% |
Q3 2022 | $421,000 | -4.1% | 7,272 | 0.0% | 0.17% | -1.2% |
Q2 2022 | $439,000 | -20.9% | 7,272 | 0.0% | 0.17% | -3.4% |
Q1 2022 | $555,000 | -7.8% | 7,272 | +1.0% | 0.18% | +1.1% |
Q4 2021 | $602,000 | +13.2% | 7,200 | 0.0% | 0.17% | +6.7% |
Q3 2021 | $532,000 | +1.5% | 7,200 | 0.0% | 0.16% | +5.8% |
Q2 2021 | $524,000 | +11.7% | 7,200 | 0.0% | 0.15% | +5.5% |
Q1 2021 | $469,000 | +2.0% | 7,200 | 0.0% | 0.15% | -1.4% |
Q4 2020 | $460,000 | +10.6% | 7,200 | +300.0% | 0.15% | -4.5% |
Q3 2020 | $416,000 | +11.5% | 1,800 | 0.0% | 0.16% | +1.3% |
Q2 2020 | $373,000 | +25.6% | 1,800 | 0.0% | 0.15% | +7.0% |
Q1 2020 | $297,000 | -14.9% | 1,800 | 0.0% | 0.14% | +2.1% |
Q4 2019 | $349,000 | +7.7% | 1,800 | 0.0% | 0.14% | -3.4% |
Q3 2019 | $324,000 | +0.3% | 1,800 | 0.0% | 0.14% | +0.7% |
Q2 2019 | $323,000 | +4.2% | 1,800 | 0.0% | 0.14% | -5.9% |
Q1 2019 | $310,000 | +14.4% | 1,800 | 0.0% | 0.15% | +10.9% |
Q4 2018 | $271,000 | -15.0% | 1,800 | 0.0% | 0.14% | -0.7% |
Q3 2018 | $319,000 | +8.9% | 1,800 | 0.0% | 0.14% | +2.2% |
Q2 2018 | $293,000 | +5.0% | 1,800 | 0.0% | 0.14% | +5.4% |
Q1 2018 | $279,000 | +1.5% | 1,800 | 0.0% | 0.13% | +0.8% |
Q4 2017 | $275,000 | +6.6% | 1,800 | 0.0% | 0.13% | 0.0% |
Q3 2017 | $258,000 | +4.9% | 1,800 | 0.0% | 0.13% | -0.8% |
Q2 2017 | $246,000 | +3.8% | 1,800 | 0.0% | 0.13% | -4.4% |
Q1 2017 | $237,000 | +8.2% | 1,800 | 0.0% | 0.14% | +3.8% |
Q4 2016 | $219,000 | 0.0% | 1,800 | 0.0% | 0.13% | +3.2% |
Q3 2016 | $219,000 | +4.3% | 1,800 | 0.0% | 0.13% | -1.6% |
Q2 2016 | $210,000 | +0.5% | 1,800 | 0.0% | 0.13% | 0.0% |
Q1 2016 | $209,000 | +0.5% | 1,800 | 0.0% | 0.13% | -3.8% |
Q4 2015 | $208,000 | +1.5% | 1,800 | 0.0% | 0.13% | +7.3% |
Q2 2015 | $205,000 | 0.0% | 1,800 | 0.0% | 0.12% | -15.6% |
Q1 2015 | $205,000 | +2.0% | 1,800 | 0.0% | 0.15% | +0.7% |
Q4 2014 | $201,000 | -13.4% | 1,800 | -30.8% | 0.15% | -26.6% |
Q3 2013 | $232,000 | +0.9% | 2,600 | 0.0% | 0.20% | -1.5% |
Q2 2013 | $230,000 | – | 2,600 | – | 0.20% | – |
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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% |