ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $940,062 | +257.1% | 13,338 | +223.7% | 0.01% | +180.0% |
| Q1 2023 | $263,227 | -36.0% | 4,120 | -42.0% | 0.01% | -58.3% |
| Q3 2022 | $411,000 | +5.4% | 7,099 | +9.9% | 0.01% | -14.3% |
| Q2 2022 | $390,000 | +22.6% | 6,457 | +50.3% | 0.01% | +55.6% |
| Q3 2021 | $318,000 | -41.1% | 4,297 | -42.1% | 0.01% | -43.8% |
| Q2 2021 | $540,000 | +12.3% | 7,419 | +256.7% | 0.02% | +60.0% |
| Q3 2020 | $481,000 | -54.1% | 2,080 | -67.3% | 0.01% | -58.3% |
| Q1 2020 | $1,048,000 | +256.5% | 6,352 | +287.1% | 0.02% | +700.0% |
| Q2 2019 | $294,000 | -52.2% | 1,641 | -54.0% | 0.00% | -50.0% |
| Q1 2019 | $615,000 | -91.1% | 3,567 | -92.2% | 0.01% | -96.8% |
| Q4 2017 | $6,949,000 | +422.1% | 45,489 | +367.8% | 0.19% | -26.5% |
| Q2 2017 | $1,331,000 | -43.3% | 9,725 | -49.6% | 0.25% | -67.8% |
| Q4 2016 | $2,349,000 | – | 19,288 | – | 0.78% | – |
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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% |