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 | $550,713 | -2.9% | 8,049 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $567,294 | +10.3% | 8,049 | 0.0% | 0.07% | +10.6% |
| Q1 2023 | $514,251 | +109082.8% | 8,049 | 0.0% | 0.07% | +6.5% |
| Q4 2022 | $471 | -99.9% | 8,049 | 0.0% | 0.06% | -4.6% |
| Q3 2022 | $466,000 | +62.9% | 8,049 | +69.6% | 0.06% | +75.7% |
| Q2 2022 | $286,000 | -21.0% | 4,745 | 0.0% | 0.04% | -7.5% |
| Q1 2022 | $362,000 | -49.2% | 4,745 | -44.3% | 0.04% | -46.7% |
| Q4 2021 | $712,000 | +13.2% | 8,512 | 0.0% | 0.08% | +7.1% |
| Q3 2021 | $629,000 | -45.7% | 8,512 | -46.6% | 0.07% | -45.7% |
| Q2 2021 | $1,159,000 | -4.5% | 15,936 | -14.5% | 0.13% | -6.5% |
| Q1 2021 | $1,213,000 | -32.7% | 18,636 | -34.0% | 0.14% | -37.6% |
| Q4 2020 | $1,802,000 | +24.2% | 28,236 | +349.7% | 0.22% | +3.8% |
| Q3 2020 | $1,451,000 | +0.1% | 6,279 | -10.2% | 0.21% | -5.8% |
| Q2 2020 | $1,450,000 | +25.6% | 6,990 | 0.0% | 0.23% | +3.7% |
| Q1 2020 | $1,154,000 | -14.8% | 6,990 | 0.0% | 0.22% | +5.3% |
| Q4 2019 | $1,354,000 | +7.6% | 6,990 | 0.0% | 0.21% | +1.5% |
| Q3 2019 | $1,258,000 | +0.4% | 6,990 | 0.0% | 0.20% | +1.0% |
| Q2 2019 | $1,253,000 | +878.9% | 6,990 | +844.6% | 0.20% | +861.9% |
| Q1 2019 | $128,000 | +15.3% | 740 | 0.0% | 0.02% | +5.0% |
| Q4 2018 | $111,000 | -15.3% | 740 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $131,000 | +9.2% | 740 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $120,000 | +4.3% | 740 | 0.0% | 0.02% | +5.3% |
| Q1 2018 | $115,000 | +1.8% | 740 | 0.0% | 0.02% | +11.8% |
| Q4 2017 | $113,000 | +6.6% | 740 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $106,000 | +5.0% | 740 | 0.0% | 0.02% | -22.7% |
| Q2 2017 | $101,000 | -48.2% | 740 | -50.1% | 0.02% | -48.8% |
| Q1 2017 | $195,000 | +8.3% | 1,482 | 0.0% | 0.04% | +34.4% |
| Q4 2016 | $180,000 | 0.0% | 1,482 | 0.0% | 0.03% | -5.9% |
| Q3 2016 | $180,000 | +4.0% | 1,482 | 0.0% | 0.03% | +3.0% |
| Q2 2016 | $173,000 | -52.5% | 1,482 | -52.8% | 0.03% | -52.9% |
| Q1 2016 | $364,000 | 0.0% | 3,142 | 0.0% | 0.07% | -9.1% |
| Q4 2015 | $364,000 | +103.4% | 3,142 | +89.3% | 0.08% | +102.6% |
| Q3 2015 | $179,000 | -13.9% | 1,660 | -9.3% | 0.04% | -2.6% |
| Q2 2015 | $208,000 | -0.5% | 1,830 | 0.0% | 0.04% | +25.8% |
| Q1 2015 | $209,000 | +2.5% | 1,830 | 0.0% | 0.03% | -6.1% |
| Q4 2014 | $204,000 | – | 1,830 | – | 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% |