ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,851 | -2.6% | 7,515 | 0.0% | 0.02% | +5.3% |
| Q2 2023 | $529,658 | +10.3% | 7,515 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $480,134 | +11.0% | 7,515 | +1.6% | 0.02% | 0.0% |
| Q4 2022 | $432,549 | +1.1% | 7,394 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $428,000 | -4.0% | 7,394 | 0.0% | 0.02% | -5.0% |
| Q2 2022 | $446,000 | -18.9% | 7,394 | +2.6% | 0.02% | -9.1% |
| Q1 2022 | $550,000 | -8.8% | 7,204 | 0.0% | 0.02% | +4.8% |
| Q4 2021 | $603,000 | +13.3% | 7,204 | 0.0% | 0.02% | -27.6% |
| Q3 2021 | $532,000 | +1.5% | 7,204 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $524,000 | +11.7% | 7,204 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $469,000 | +2.0% | 7,204 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $460,000 | +10.6% | 7,204 | +300.0% | 0.03% | -6.2% |
| Q3 2020 | $416,000 | +11.2% | 1,801 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $374,000 | +25.9% | 1,801 | 0.0% | 0.03% | +3.2% |
| Q1 2020 | $297,000 | -14.9% | 1,801 | 0.0% | 0.03% | +6.9% |
| Q4 2019 | $349,000 | +7.7% | 1,801 | 0.0% | 0.03% | -3.3% |
| Q3 2019 | $324,000 | +5.9% | 1,801 | +5.6% | 0.03% | +7.1% |
| Q2 2019 | $306,000 | +39.1% | 1,705 | +1.8% | 0.03% | +16.7% |
| Q1 2017 | $220,000 | +7.8% | 1,675 | 0.0% | 0.02% | +4.3% |
| Q4 2016 | $204,000 | -90.0% | 1,675 | 0.0% | 0.02% | -14.8% |
| Q3 2016 | $2,038,000 | – | 1,675 | – | 0.03% | – |
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% |