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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $97,405 | -6.5% | 1,297 | -14.8% | 0.00% | -25.0% |
| Q3 2023 | $104,135 | +3.7% | 1,522 | +6.8% | 0.00% | 0.0% |
| Q2 2023 | $100,434 | +10.3% | 1,425 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $91,043 | +103358.0% | 1,425 | -5.0% | 0.00% | -25.0% |
| Q4 2022 | $88 | -100.0% | 1,500 | -62.2% | 0.00% | -60.0% |
| Q3 2022 | $230,000 | +152.7% | 3,968 | +164.5% | 0.01% | +150.0% |
| Q2 2022 | $91,000 | -33.6% | 1,500 | -16.7% | 0.00% | -20.0% |
| Q1 2022 | $137,000 | -11.6% | 1,800 | -3.0% | 0.01% | -16.7% |
| Q4 2021 | $155,000 | +6.9% | 1,856 | -5.1% | 0.01% | 0.0% |
| Q3 2021 | $145,000 | -26.8% | 1,956 | -28.0% | 0.01% | -25.0% |
| Q2 2021 | $198,000 | +11.2% | 2,716 | -0.9% | 0.01% | 0.0% |
| Q1 2021 | $178,000 | +1.7% | 2,740 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $175,000 | +10.8% | 2,740 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $158,000 | +11.3% | 685 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $142,000 | +25.7% | 685 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $113,000 | -32.7% | 685 | -20.9% | 0.01% | -10.0% |
| Q4 2019 | $168,000 | +7.7% | 866 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $156,000 | +0.6% | 866 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $155,000 | -99.9% | 866 | -18.8% | 0.01% | -15.4% |
| Q1 2019 | $183,736,000 | +14.4% | 1,066 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $160,614,000 | +141.1% | 1,066 | +183.5% | 0.01% | +180.0% |
| Q3 2018 | $66,616,000 | +9.0% | 376 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $61,141,000 | +4.9% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $58,306,000 | -75.8% | 376 | -76.1% | 0.01% | -75.0% |
| Q4 2017 | $240,766,000 | +39.9% | 1,576 | +31.3% | 0.02% | +42.9% |
| Q3 2017 | $172,104,000 | +4.8% | 1,200 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $164,220,000 | +758.8% | 1,200 | +627.3% | 0.02% | +400.0% |
| Q1 2016 | $19,122,000 | -55.4% | 165 | -62.0% | 0.00% | -92.3% |
| Q4 2013 | $42,858,000 | – | 434 | – | 0.04% | – |
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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% |