ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,551,812 | -6.5% | 139,600 | -3.7% | 0.01% | 0.0% |
| Q2 2023 | $10,210,804 | -12.6% | 144,900 | -20.7% | 0.01% | -28.6% |
| Q1 2023 | $11,679,092 | +306.6% | 182,800 | +272.3% | 0.01% | +366.7% |
| Q4 2022 | $2,872,350 | -77.2% | 49,100 | -67.4% | 0.00% | -75.0% |
| Q4 2021 | $12,596,000 | +58.3% | 150,530 | +39.9% | 0.01% | +50.0% |
| Q3 2021 | $7,955,000 | +56.0% | 107,630 | +34.7% | 0.01% | +14.3% |
| Q4 2020 | $5,099,000 | -66.5% | 79,902 | +21.2% | 0.01% | -70.8% |
| Q3 2020 | $15,237,000 | +70.2% | 65,938 | +52.9% | 0.02% | +41.2% |
| Q2 2020 | $8,950,000 | +91.2% | 43,133 | +52.8% | 0.02% | +54.5% |
| Q1 2020 | $4,680,000 | +198.5% | 28,233 | +248.6% | 0.01% | +266.7% |
| Q4 2019 | $1,568,000 | +7.5% | 8,100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,458,000 | +69.5% | 8,100 | +68.8% | 0.00% | +50.0% |
| Q2 2019 | $860,000 | +4.0% | 4,800 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $827,000 | +14.4% | 4,800 | 0.0% | 0.00% | +100.0% |
| Q4 2018 | $723,000 | +104.2% | 4,800 | +140.0% | 0.00% | 0.0% |
| Q3 2018 | $354,000 | +8.9% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $325,000 | +4.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2018 | $310,000 | +1.3% | 2,000 | 0.0% | 0.00% | – |
| Q4 2017 | $306,000 | +6.6% | 2,000 | 0.0% | 0.00% | – |
| Q3 2017 | $287,000 | +4.7% | 2,000 | 0.0% | 0.00% | -100.0% |
| Q2 2017 | $274,000 | +4.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $263,000 | +8.2% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $243,000 | +4.3% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $233,000 | +0.4% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $232,000 | 0.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $232,000 | – | 2,000 | – | 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% |