ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,536,987 | -2.9% | 22,464 | 0.0% | 0.14% | +1.5% |
| Q2 2023 | $1,583,263 | +10.3% | 22,464 | 0.0% | 0.13% | +4.7% |
| Q1 2023 | $1,435,225 | +9.2% | 22,464 | 0.0% | 0.13% | +6.7% |
| Q4 2022 | $1,314,145 | +1.0% | 22,464 | -0.1% | 0.12% | -7.0% |
| Q3 2022 | $1,301,000 | -6.5% | 22,481 | -2.5% | 0.13% | 0.0% |
| Q2 2022 | $1,391,000 | -21.0% | 23,057 | 0.0% | 0.13% | -14.0% |
| Q1 2022 | $1,761,000 | -8.7% | 23,057 | 0.0% | 0.15% | -4.5% |
| Q4 2021 | $1,929,000 | +10.0% | 23,057 | -2.8% | 0.16% | -1.9% |
| Q3 2021 | $1,754,000 | +1.6% | 23,727 | 0.0% | 0.16% | -8.0% |
| Q2 2021 | $1,726,000 | +14.5% | 23,727 | +2.5% | 0.17% | +9.4% |
| Q1 2021 | $1,507,000 | +2.0% | 23,153 | 0.0% | 0.16% | +6.0% |
| Q4 2020 | $1,478,000 | +7.2% | 23,153 | +287.9% | 0.15% | -3.2% |
| Q3 2020 | $1,379,000 | +11.3% | 5,969 | 0.0% | 0.16% | +6.2% |
| Q2 2020 | $1,239,000 | +25.8% | 5,969 | 0.0% | 0.15% | +7.4% |
| Q1 2020 | $985,000 | -14.8% | 5,969 | 0.0% | 0.14% | +3.0% |
| Q4 2019 | $1,156,000 | +7.5% | 5,969 | 0.0% | 0.13% | -5.0% |
| Q3 2019 | $1,075,000 | +0.5% | 5,969 | 0.0% | 0.14% | -3.5% |
| Q2 2019 | $1,070,000 | +4.0% | 5,969 | 0.0% | 0.14% | +0.7% |
| Q1 2019 | $1,029,000 | +14.5% | 5,969 | 0.0% | 0.14% | +3.6% |
| Q4 2018 | $899,000 | -30.1% | 5,969 | -17.8% | 0.14% | -21.6% |
| Q3 2018 | $1,287,000 | +9.0% | 7,262 | 0.0% | 0.18% | +4.8% |
| Q2 2018 | $1,181,000 | +4.9% | 7,262 | 0.0% | 0.17% | +3.7% |
| Q1 2018 | $1,126,000 | +1.5% | 7,262 | 0.0% | 0.16% | +3.2% |
| Q4 2017 | $1,109,000 | +6.4% | 7,262 | 0.0% | 0.16% | +3.3% |
| Q3 2017 | $1,042,000 | +212.9% | 7,262 | +198.4% | 0.15% | +210.2% |
| Q2 2017 | $333,000 | +4.1% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $320,000 | +8.1% | 2,434 | 0.0% | 0.05% | +2.1% |
| Q4 2016 | $296,000 | 0.0% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $296,000 | +4.2% | 2,434 | 0.0% | 0.05% | 0.0% |
| Q2 2016 | $284,000 | – | 2,434 | – | 0.05% | – |
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% |