ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,694,046 | +38.4% | 156,300 | +42.6% | 0.05% | +45.5% |
| Q2 2023 | $7,724,608 | +821.8% | 109,600 | +655.9% | 0.03% | +725.0% |
| Q3 2022 | $838,000 | +6.1% | 14,500 | +10.7% | 0.00% | 0.0% |
| Q2 2022 | $790,000 | -76.2% | 13,100 | -69.9% | 0.00% | -69.2% |
| Q1 2022 | $3,322,000 | -31.5% | 43,500 | -24.2% | 0.01% | -23.5% |
| Q4 2021 | $4,848,000 | +307.7% | 57,400 | +256.5% | 0.02% | +240.0% |
| Q3 2021 | $1,189,000 | +50.1% | 16,100 | +47.7% | 0.01% | +66.7% |
| Q2 2021 | $792,000 | +171.2% | 10,900 | +142.2% | 0.00% | +200.0% |
| Q1 2021 | $292,000 | – | 4,500 | – | 0.00% | – |
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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% |