ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $242,526 | +9.2% | 3,796 | 0.0% | 0.15% | +7.3% |
Q4 2022 | $222,066 | +0.9% | 3,796 | 0.0% | 0.14% | -6.2% |
Q3 2022 | $220,000 | -10.6% | 3,796 | -7.1% | 0.15% | -3.9% |
Q2 2022 | $246,000 | -21.2% | 4,084 | 0.0% | 0.15% | -6.7% |
Q1 2022 | $312,000 | -8.8% | 4,084 | 0.0% | 0.16% | -3.6% |
Q4 2021 | $342,000 | +13.2% | 4,084 | 0.0% | 0.17% | -3.4% |
Q3 2021 | $302,000 | 0.0% | 4,084 | -1.5% | 0.18% | -0.6% |
Q2 2021 | $302,000 | +11.9% | 4,148 | 0.0% | 0.18% | +6.7% |
Q1 2021 | $270,000 | -64.0% | 4,148 | -64.7% | 0.16% | -63.1% |
Q4 2020 | $750,000 | -74.5% | 11,748 | +1630.2% | 0.45% | -59.3% |
Q3 2020 | $2,937,000 | +382.3% | 679 | -76.9% | 1.10% | +151.6% |
Q2 2020 | $609,000 | +25.6% | 2,937 | 0.0% | 0.44% | +7.1% |
Q1 2020 | $485,000 | -14.8% | 2,937 | 0.0% | 0.41% | +7.4% |
Q4 2019 | $569,000 | +7.6% | 2,937 | 0.0% | 0.38% | -3.3% |
Q3 2019 | $529,000 | +0.6% | 2,937 | 0.0% | 0.39% | -0.8% |
Q2 2019 | $526,000 | +6.7% | 2,937 | +2.7% | 0.40% | +1.3% |
Q1 2019 | $493,000 | – | 2,860 | – | 0.39% | – |
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% |