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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,574,371 | -2.6% | 37,626 | +0.4% | 0.12% | -0.8% |
| Q2 2023 | $2,642,295 | +7.2% | 37,490 | -2.8% | 0.12% | +1.7% |
| Q1 2023 | $2,464,493 | +93146.0% | 38,574 | -14.6% | 0.12% | 0.0% |
| Q4 2022 | $2,643 | -99.9% | 45,173 | -3.4% | 0.12% | -7.8% |
| Q3 2022 | $2,705,000 | -3.5% | 46,754 | +0.7% | 0.13% | +4.1% |
| Q2 2022 | $2,802,000 | +71.2% | 46,428 | +116.6% | 0.12% | +115.8% |
| Q1 2022 | $1,637,000 | +153.4% | 21,434 | +177.8% | 0.06% | +171.4% |
| Q4 2021 | $646,000 | -43.9% | 7,717 | -50.5% | 0.02% | -8.7% |
| Q3 2021 | $1,152,000 | +103.2% | 15,584 | +100.0% | 0.02% | +9.5% |
| Q2 2021 | $567,000 | +9.0% | 7,792 | -2.5% | 0.02% | 0.0% |
| Q1 2021 | $520,000 | -9.6% | 7,992 | -11.3% | 0.02% | -22.2% |
| Q4 2020 | $575,000 | +8.1% | 9,008 | +291.3% | 0.03% | 0.0% |
| Q3 2020 | $532,000 | +17.7% | 2,302 | +14.5% | 0.03% | +12.5% |
| Q2 2020 | $452,000 | +13.9% | 2,011 | -16.4% | 0.02% | -11.1% |
| Q1 2020 | $397,000 | -15.7% | 2,405 | -1.0% | 0.03% | +8.0% |
| Q4 2019 | $471,000 | +3.3% | 2,430 | -4.1% | 0.02% | -3.8% |
| Q3 2019 | $456,000 | +11.8% | 2,533 | +11.3% | 0.03% | +8.3% |
| Q2 2019 | $408,000 | -1.4% | 2,275 | -5.3% | 0.02% | -4.0% |
| Q1 2019 | $414,000 | +11.0% | 2,402 | -3.1% | 0.02% | -3.8% |
| Q4 2018 | $373,000 | -15.0% | 2,478 | 0.0% | 0.03% | +4.0% |
| Q3 2018 | $439,000 | +8.9% | 2,478 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $403,000 | -27.6% | 2,478 | -31.1% | 0.02% | -30.6% |
| Q1 2018 | $557,000 | -4.0% | 3,595 | -5.3% | 0.04% | -2.7% |
| Q4 2017 | $580,000 | +6.6% | 3,795 | 0.0% | 0.04% | +2.8% |
| Q3 2017 | $544,000 | -1.3% | 3,795 | -5.7% | 0.04% | -5.3% |
| Q2 2017 | $551,000 | +4.2% | 4,025 | 0.0% | 0.04% | +8.6% |
| Q1 2017 | $529,000 | +1.3% | 4,025 | -6.1% | 0.04% | -5.4% |
| Q4 2016 | $522,000 | +15.2% | 4,285 | +15.1% | 0.04% | +12.1% |
| Q3 2016 | $453,000 | +15.9% | 3,722 | +11.0% | 0.03% | +10.0% |
| Q2 2016 | $391,000 | -57.8% | 3,352 | -58.0% | 0.03% | -60.5% |
| Q1 2016 | $926,000 | +127.5% | 7,987 | +127.1% | 0.08% | +130.3% |
| Q4 2015 | $407,000 | – | 3,517 | – | 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% |