ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $539,000 | -9.0% | 7,064 | 0.0% | 0.03% | -5.6% |
| Q4 2021 | $592,000 | +14.1% | 7,064 | +0.6% | 0.04% | +2.9% |
| Q3 2021 | $519,000 | +1.6% | 7,024 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $511,000 | +11.8% | 7,024 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $457,000 | +2.0% | 7,024 | 0.0% | 0.03% | -2.9% |
| Q4 2020 | $448,000 | +10.3% | 7,024 | +300.0% | 0.03% | -2.9% |
| Q3 2020 | $406,000 | +11.2% | 1,756 | -0.1% | 0.04% | +2.9% |
| Q2 2020 | $365,000 | +24.1% | 1,757 | -1.5% | 0.03% | -5.6% |
| Q1 2020 | $294,000 | -18.8% | 1,784 | -1.5% | 0.04% | -2.7% |
| Q4 2019 | $362,000 | +14.6% | 1,812 | +3.1% | 0.04% | -2.6% |
| Q3 2019 | $316,000 | +0.3% | 1,757 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $315,000 | +4.0% | 1,757 | 0.0% | 0.04% | -2.6% |
| Q1 2019 | $303,000 | -2.9% | 1,757 | -15.2% | 0.04% | -22.0% |
| Q4 2018 | $312,000 | -32.3% | 2,072 | -20.4% | 0.05% | -19.4% |
| Q3 2018 | $461,000 | +1.8% | 2,602 | -6.6% | 0.06% | -19.5% |
| Q2 2018 | $453,000 | +4.9% | 2,785 | 0.0% | 0.08% | -3.8% |
| Q1 2018 | $432,000 | +63.0% | 2,785 | +70.5% | 0.08% | +70.2% |
| Q4 2017 | $265,000 | +18.3% | 1,633 | +4.7% | 0.05% | +6.8% |
| Q3 2017 | $224,000 | +5.2% | 1,560 | 0.0% | 0.04% | -12.0% |
| Q2 2017 | $213,000 | +3.9% | 1,560 | 0.0% | 0.05% | -9.1% |
| Q1 2017 | $205,000 | – | 1,560 | – | 0.06% | – |
Download | ||||||
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% |