ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $388,557 | -9.1% | 5,679 | -6.4% | 0.00% | – |
| Q2 2023 | $427,461 | +45.1% | 6,065 | +31.6% | 0.00% | – |
| Q1 2023 | $294,533 | +29501.3% | 4,610 | +27017.6% | 0.00% | – |
| Q4 2022 | $995 | -99.7% | 17 | -99.7% | 0.00% | – |
| Q3 2022 | $393,000 | -67.5% | 6,788 | -64.2% | 0.00% | -100.0% |
| Q4 2020 | $1,210,000 | +10.5% | 18,956 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $1,095,000 | +11.4% | 4,739 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $983,000 | -87.8% | 4,739 | -88.6% | 0.00% | -83.3% |
| Q4 2019 | $8,079,000 | -15.3% | 41,718 | -21.6% | 0.01% | -25.0% |
| Q2 2019 | $9,535,000 | +30.0% | 53,196 | +25.0% | 0.01% | +14.3% |
| Q1 2019 | $7,336,000 | +21.5% | 42,564 | +6.3% | 0.01% | +16.7% |
| Q4 2018 | $6,036,000 | -22.6% | 40,059 | -9.0% | 0.01% | -14.3% |
| Q3 2018 | $7,803,000 | -5.4% | 44,044 | -13.2% | 0.01% | -12.5% |
| Q2 2018 | $8,249,000 | +51.9% | 50,728 | +44.8% | 0.01% | +60.0% |
| Q1 2018 | $5,431,000 | -37.5% | 35,022 | -38.4% | 0.01% | -37.5% |
| Q4 2017 | $8,692,000 | +134.5% | 56,899 | +120.2% | 0.01% | +100.0% |
| Q3 2017 | $3,706,000 | -61.8% | 25,839 | -63.5% | 0.00% | -55.6% |
| Q2 2017 | $9,698,000 | -33.4% | 70,865 | -36.0% | 0.01% | -30.8% |
| Q1 2017 | $14,560,000 | -86.9% | 110,709 | -87.9% | 0.01% | -88.3% |
| Q4 2016 | $111,438,000 | +3588.8% | 915,000 | +3584.8% | 0.11% | +3600.0% |
| Q3 2016 | $3,021,000 | +145.6% | 24,832 | +135.4% | 0.00% | +200.0% |
| Q2 2016 | $1,230,000 | -88.5% | 10,547 | -88.6% | 0.00% | -92.3% |
| Q1 2016 | $10,694,000 | -53.6% | 92,274 | -53.6% | 0.01% | -50.0% |
| Q4 2015 | $23,048,000 | +5.9% | 199,036 | -1.4% | 0.03% | 0.0% |
| Q3 2015 | $21,758,000 | +39.5% | 201,837 | +47.4% | 0.03% | +73.3% |
| Q2 2015 | $15,594,000 | -35.5% | 136,954 | -35.5% | 0.02% | -37.5% |
| Q1 2015 | $24,180,000 | +68.7% | 212,197 | +65.2% | 0.02% | +84.6% |
| Q4 2014 | $14,332,000 | +32.4% | 128,424 | +26.7% | 0.01% | +44.4% |
| Q3 2014 | $10,826,000 | +82.0% | 101,344 | +79.3% | 0.01% | +80.0% |
| Q2 2014 | $5,947,000 | +6.7% | 56,532 | +1.2% | 0.01% | 0.0% |
| Q1 2014 | $5,575,000 | -5.0% | 55,836 | -6.0% | 0.01% | 0.0% |
| Q4 2013 | $5,868,000 | +31.8% | 59,423 | +19.2% | 0.01% | +25.0% |
| Q3 2013 | $4,453,000 | -71.0% | 49,835 | -72.7% | 0.00% | -73.3% |
| Q2 2013 | $15,362,000 | -40.7% | 182,856 | -41.9% | 0.02% | -42.3% |
| Q1 2013 | $25,919,000 | – | 314,633 | – | 0.03% | – |
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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% |