ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $363,515 | -2.9% | 5,313 | 0.0% | 0.02% | +5.6% |
| Q2 2023 | $374,460 | +10.3% | 5,313 | 0.0% | 0.02% | +5.9% |
| Q1 2023 | $339,448 | +9.2% | 5,313 | 0.0% | 0.02% | +6.2% |
| Q4 2022 | $310,811 | -30.8% | 5,313 | -31.5% | 0.02% | -36.0% |
| Q3 2022 | $449,000 | -4.1% | 7,757 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $468,000 | -44.3% | 7,757 | -29.5% | 0.02% | -38.5% |
| Q1 2022 | $840,000 | -11.2% | 10,996 | -2.7% | 0.04% | -4.9% |
| Q4 2021 | $946,000 | +72.6% | 11,303 | +52.6% | 0.04% | +64.0% |
| Q3 2021 | $548,000 | +18.6% | 7,408 | +16.6% | 0.02% | +19.0% |
| Q2 2021 | $462,000 | +6.0% | 6,352 | -5.1% | 0.02% | +5.0% |
| Q1 2021 | $436,000 | -9.5% | 6,696 | -11.4% | 0.02% | -16.7% |
| Q4 2020 | $482,000 | +10.3% | 7,560 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $437,000 | +4.0% | 1,890 | -6.7% | 0.02% | +4.3% |
| Q2 2020 | $420,000 | +23.2% | 2,026 | -1.9% | 0.02% | +9.5% |
| Q1 2020 | $341,000 | +51.6% | 2,066 | +64.6% | 0.02% | +90.9% |
| Q2 2019 | $225,000 | -0.9% | 1,255 | -4.7% | 0.01% | 0.0% |
| Q1 2019 | $227,000 | – | 1,317 | – | 0.01% | – |
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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% |