ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $547,360 | -2.9% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $563,840 | +10.3% | 8,000 | 0.0% | 0.01% | +20.0% |
| Q1 2023 | $511,120 | +9.2% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $468,000 | +1.1% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $463,000 | -4.1% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $483,000 | -20.9% | 8,000 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $611,000 | -8.7% | 8,000 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $669,000 | +7.7% | 8,000 | -4.8% | 0.01% | +20.0% |
| Q3 2021 | $621,000 | +1.6% | 8,400 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $611,000 | +11.7% | 8,400 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $547,000 | +2.1% | 8,400 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $536,000 | +10.5% | 8,400 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $485,000 | +11.2% | 2,100 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $436,000 | +25.6% | 2,100 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $347,000 | -14.7% | 2,100 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $407,000 | +7.7% | 2,100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $378,000 | +0.5% | 2,100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $376,000 | – | 2,100 | – | 0.00% | – |
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% |