ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,505,000 | -6.3% | 72,080 | +2.7% | 0.00% | 0.0% |
| Q4 2021 | $5,873,000 | +20.2% | 70,195 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $4,886,000 | +11.5% | 66,113 | +9.7% | 0.00% | +50.0% |
| Q2 2021 | $4,383,000 | -70.4% | 60,269 | -73.5% | 0.00% | -77.8% |
| Q1 2021 | $14,827,000 | +7.9% | 227,715 | +5.8% | 0.01% | 0.0% |
| Q4 2020 | $13,739,000 | +9.7% | 215,281 | +297.2% | 0.01% | 0.0% |
| Q3 2020 | $12,525,000 | +2.8% | 54,202 | -7.7% | 0.01% | 0.0% |
| Q2 2020 | $12,181,000 | +2416.7% | 58,708 | +1901.6% | 0.01% | – |
| Q1 2020 | $484,000 | -52.4% | 2,933 | -44.1% | 0.00% | -100.0% |
| Q4 2019 | $1,016,000 | +7.5% | 5,247 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $945,000 | -22.5% | 5,247 | -22.9% | 0.00% | 0.0% |
| Q2 2019 | $1,220,000 | +13.3% | 6,804 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $1,077,000 | -23.0% | 6,250 | -32.7% | 0.00% | 0.0% |
| Q4 2018 | $1,399,000 | -26.2% | 9,285 | -13.2% | 0.00% | -50.0% |
| Q3 2018 | $1,895,000 | +815.5% | 10,697 | +528.9% | 0.00% | – |
| Q4 2016 | $207,000 | -6.3% | 1,701 | -6.5% | 0.00% | – |
| Q3 2016 | $221,000 | -61.4% | 1,820 | -63.0% | 0.00% | -100.0% |
| Q2 2016 | $573,000 | -1.4% | 4,913 | -1.9% | 0.00% | 0.0% |
| Q1 2016 | $581,000 | -18.6% | 5,010 | -18.8% | 0.00% | 0.0% |
| Q4 2015 | $714,000 | +2.1% | 6,168 | -4.9% | 0.00% | 0.0% |
| Q3 2015 | $699,000 | -21.2% | 6,485 | -16.8% | 0.00% | -50.0% |
| Q2 2015 | $887,000 | -5.0% | 7,790 | -5.0% | 0.00% | 0.0% |
| Q1 2015 | $934,000 | -26.2% | 8,196 | -27.8% | 0.00% | -33.3% |
| Q4 2014 | $1,266,000 | – | 11,347 | – | 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% |