ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,284 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 2022 | $78,156 | +1.5% | 1,336 | – | 0.03% | -3.3% |
| Q3 2022 | $77,000 | -4.9% | 0 | -100.0% | 0.03% | +11.1% |
| Q2 2022 | $81,000 | -20.6% | 1,336 | 0.0% | 0.03% | -12.9% |
| Q1 2022 | $102,000 | -7.3% | 1,336 | -10.4% | 0.03% | -8.8% |
| Q3 2021 | $110,000 | +1.9% | 1,491 | 0.0% | 0.03% | +6.2% |
| Q2 2021 | $108,000 | 0.0% | 1,491 | -12.3% | 0.03% | -11.1% |
| Q4 2020 | $108,000 | +10.2% | 1,700 | +300.0% | 0.04% | -2.7% |
| Q3 2020 | $98,000 | +11.4% | 425 | 0.0% | 0.04% | +5.7% |
| Q2 2020 | $88,000 | +25.7% | 425 | 0.0% | 0.04% | +16.7% |
| Q1 2020 | $70,000 | -14.6% | 425 | 0.0% | 0.03% | +15.4% |
| Q4 2019 | $82,000 | +1266.7% | 425 | +750.0% | 0.03% | +1200.0% |
| Q4 2016 | $6,000 | – | 50 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |