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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $433,000 | -86.7% | 5,573 | -89.0% | 0.05% | -60.9% |
| Q1 2021 | $3,251,000 | +5.9% | 50,538 | +4.6% | 0.13% | -3.0% |
| Q4 2020 | $3,071,000 | +6.2% | 48,307 | +283.7% | 0.13% | -7.7% |
| Q3 2020 | $2,891,000 | -62.3% | 12,589 | -66.5% | 0.14% | -64.5% |
| Q2 2020 | $7,678,000 | +30.5% | 37,621 | +7.1% | 0.40% | +23.6% |
| Q1 2020 | $5,884,000 | -0.6% | 35,113 | +14.7% | 0.33% | +12.0% |
| Q4 2019 | $5,918,000 | +3.0% | 30,625 | -4.5% | 0.29% | -6.1% |
| Q3 2019 | $5,747,000 | -17.7% | 32,079 | -17.9% | 0.31% | -16.9% |
| Q2 2019 | $6,979,000 | -5.4% | 39,078 | -9.3% | 0.37% | -12.9% |
| Q1 2019 | $7,379,000 | +102.3% | 43,098 | +76.3% | 0.43% | +76.1% |
| Q4 2018 | $3,647,000 | -27.2% | 24,446 | -13.6% | 0.24% | -17.1% |
| Q3 2018 | $5,011,000 | +4.2% | 28,304 | -4.4% | 0.29% | -6.1% |
| Q2 2018 | $4,808,000 | -15.9% | 29,597 | -20.9% | 0.31% | -17.9% |
| Q1 2018 | $5,715,000 | +8.3% | 37,432 | +8.9% | 0.38% | +12.1% |
| Q4 2017 | $5,275,000 | -9.4% | 34,374 | -15.7% | 0.34% | -12.6% |
| Q3 2017 | $5,822,000 | -28.8% | 40,787 | -31.8% | 0.39% | -33.2% |
| Q2 2017 | $8,172,000 | +76.4% | 59,821 | +69.8% | 0.58% | +61.4% |
| Q1 2017 | $4,633,000 | +118.4% | 35,226 | +103.6% | 0.36% | +94.6% |
| Q4 2016 | $2,121,000 | -14.8% | 17,304 | -16.0% | 0.18% | -27.2% |
| Q3 2016 | $2,490,000 | -22.3% | 20,601 | -25.9% | 0.25% | -32.3% |
| Q2 2016 | $3,204,000 | +77.1% | 27,815 | +78.7% | 0.38% | +48.8% |
| Q1 2016 | $1,809,000 | +16.4% | 15,566 | +17.3% | 0.25% | +9.6% |
| Q4 2015 | $1,554,000 | +94.2% | 13,270 | +75.2% | 0.23% | +60.8% |
| Q3 2015 | $800,000 | -1.7% | 7,575 | +5.6% | 0.14% | -0.7% |
| Q2 2015 | $814,000 | -86.9% | 7,175 | -86.7% | 0.14% | -88.1% |
| Q1 2015 | $6,198,000 | – | 53,876 | – | 1.21% | – |
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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% |