ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $84,583 | +10.3% | 1,200 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $76,674 | +9.2% | 1,200 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $70,205 | +1.7% | 1,200 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $69,000 | -4.2% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $72,000 | -50.3% | 1,200 | -36.8% | 0.01% | -46.2% |
| Q1 2022 | $145,000 | -49.5% | 1,900 | -44.5% | 0.01% | -45.8% |
| Q4 2021 | $287,000 | +13.4% | 3,426 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $253,000 | +1.6% | 3,426 | 0.0% | 0.02% | +4.5% |
| Q2 2021 | $249,000 | -40.4% | 3,426 | -46.7% | 0.02% | -45.0% |
| Q1 2021 | $418,000 | +2.0% | 6,426 | 0.0% | 0.04% | -9.1% |
| Q4 2020 | $410,000 | +8.5% | 6,426 | +292.8% | 0.04% | -8.3% |
| Q3 2020 | $378,000 | +13.5% | 1,636 | +1.8% | 0.05% | +6.7% |
| Q2 2020 | $333,000 | +25.7% | 1,607 | 0.0% | 0.04% | +7.1% |
| Q1 2020 | $265,000 | -14.8% | 1,607 | 0.0% | 0.04% | +5.0% |
| Q4 2019 | $311,000 | +7.6% | 1,607 | 0.0% | 0.04% | +2.6% |
| Q3 2019 | $289,000 | -37.4% | 1,607 | -59.8% | 0.04% | -55.7% |
| Q4 2015 | $462,000 | +7.4% | 3,993 | 0.0% | 0.09% | +4.8% |
| Q3 2015 | $430,000 | -1.1% | 3,993 | +4.5% | 0.08% | +7.7% |
| Q2 2015 | $435,000 | 0.0% | 3,821 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $435,000 | +1.9% | 3,821 | 0.0% | 0.08% | -2.5% |
| Q4 2014 | $427,000 | – | 3,821 | – | 0.08% | – |
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% |