ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,027 | +5.0% | 58,660 | +7.7% | 0.55% | +11.7% |
Q2 2023 | $3,837 | +33.1% | 54,448 | +20.7% | 0.50% | +26.6% |
Q1 2023 | $2,882 | -99.9% | 45,113 | -8.8% | 0.39% | -21.0% |
Q4 2021 | $4,139,000 | +148.9% | 49,470 | +119.9% | 0.50% | +107.1% |
Q3 2021 | $1,663,000 | -21.9% | 22,500 | -23.1% | 0.24% | -24.4% |
Q2 2021 | $2,129,000 | +18.2% | 29,276 | +5.8% | 0.32% | -2.2% |
Q1 2021 | $1,801,000 | -6.3% | 27,667 | -8.2% | 0.32% | -23.6% |
Q4 2020 | $1,923,000 | +2.3% | 30,128 | +270.3% | 0.42% | -30.1% |
Q3 2020 | $1,880,000 | -39.2% | 8,137 | -45.4% | 0.60% | -48.4% |
Q2 2020 | $3,093,000 | +127.6% | 14,904 | +81.0% | 1.17% | +62.5% |
Q1 2020 | $1,359,000 | -42.2% | 8,235 | -32.1% | 0.72% | -24.6% |
Q4 2019 | $2,350,000 | +16.2% | 12,136 | +8.0% | 0.96% | -24.2% |
Q3 2019 | $2,023,000 | +2.3% | 11,239 | +1.9% | 1.26% | -0.6% |
Q2 2019 | $1,978,000 | -0.4% | 11,033 | -4.2% | 1.27% | -15.9% |
Q1 2019 | $1,986,000 | +18.5% | 11,521 | +3.6% | 1.51% | -6.5% |
Q4 2018 | $1,676,000 | +0.6% | 11,126 | +18.3% | 1.62% | +30.7% |
Q3 2018 | $1,666,000 | +6.6% | 9,403 | -2.1% | 1.24% | -8.1% |
Q2 2018 | $1,563,000 | +27.1% | 9,609 | +21.2% | 1.35% | +14.4% |
Q1 2018 | $1,230,000 | +34.4% | 7,930 | +32.4% | 1.18% | +23.2% |
Q4 2017 | $915,000 | +50.2% | 5,990 | +41.0% | 0.96% | +25.8% |
Q3 2017 | $609,000 | -8.0% | 4,247 | -12.3% | 0.76% | +266.7% |
Q2 2017 | $662,000 | – | 4,840 | – | 0.21% | – |
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% |