ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $972,173 | +1.2% | 14,208 | +4.3% | 0.44% | +1.1% |
| Q2 2023 | $960,220 | +2.1% | 13,624 | -7.4% | 0.44% | -2.0% |
| Q1 2023 | $940,141 | +27.9% | 14,715 | +17.1% | 0.45% | +18.2% |
| Q4 2022 | $735,287 | -0.6% | 12,569 | -1.7% | 0.38% | -12.0% |
| Q3 2022 | $740,000 | -10.0% | 12,786 | -6.1% | 0.43% | -6.5% |
| Q2 2022 | $822,000 | -6.7% | 13,615 | +18.0% | 0.46% | -2.1% |
| Q1 2022 | $881,000 | -38.0% | 11,539 | -32.1% | 0.47% | -38.5% |
| Q4 2021 | $1,422,000 | +16.9% | 16,996 | +3.3% | 0.77% | +10.0% |
| Q3 2021 | $1,216,000 | +3.1% | 16,456 | +1.4% | 0.70% | -2.8% |
| Q2 2021 | $1,180,000 | -4.8% | 16,230 | -14.7% | 0.72% | -10.0% |
| Q1 2021 | $1,239,000 | +11.5% | 19,023 | +9.3% | 0.80% | +17.2% |
| Q4 2020 | $1,111,000 | -9.7% | 17,401 | +227.0% | 0.68% | -19.2% |
| Q3 2020 | $1,230,000 | +13.1% | 5,321 | +1.4% | 0.84% | +1.2% |
| Q2 2020 | $1,088,000 | +44.1% | 5,245 | +14.6% | 0.83% | +10.1% |
| Q1 2020 | $755,000 | -7.6% | 4,577 | +8.4% | 0.76% | +23.7% |
| Q4 2019 | $817,000 | – | 4,223 | – | 0.61% | – |
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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% |