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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $724,449 | +8.8% | 11,339 | -0.4% | 0.48% | +3.2% |
| Q4 2022 | $665,672 | -6.1% | 11,379 | -7.2% | 0.47% | -5.8% |
| Q3 2022 | $709,000 | -8.8% | 12,259 | -4.8% | 0.50% | -2.7% |
| Q2 2022 | $777,000 | -11.9% | 12,874 | +11.5% | 0.51% | +6.0% |
| Q1 2022 | $882,000 | -6.3% | 11,544 | +2.7% | 0.48% | -3.8% |
| Q4 2021 | $941,000 | +14.2% | 11,244 | +0.9% | 0.50% | +6.1% |
| Q3 2021 | $824,000 | +2.5% | 11,144 | +220.4% | 0.47% | -29.5% |
| Q3 2020 | $804,000 | +12.0% | 3,478 | +0.6% | 0.67% | +3.5% |
| Q2 2020 | $718,000 | +20.9% | 3,458 | -3.9% | 0.65% | -5.0% |
| Q1 2020 | $594,000 | -14.4% | 3,598 | +0.4% | 0.68% | +11.4% |
| Q4 2019 | $694,000 | +6.4% | 3,582 | -1.1% | 0.61% | -0.5% |
| Q3 2019 | $652,000 | +4.2% | 3,622 | +3.6% | 0.62% | +2.8% |
| Q2 2019 | $626,000 | +24.7% | 3,495 | +19.7% | 0.60% | +15.7% |
| Q2 2018 | $502,000 | +9.8% | 2,920 | -1.0% | 0.52% | -14.3% |
| Q1 2018 | $457,000 | – | 2,950 | – | 0.60% | – |
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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% |