ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $288,655 | +18.4% | 4,518 | +8.4% | 0.00% | 0.0% |
| Q4 2022 | $243,828 | +1.2% | 4,168 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | +19.9% | 4,168 | +24.9% | 0.00% | 0.0% |
| Q2 2022 | $201,000 | -48.9% | 3,338 | -35.1% | 0.00% | 0.0% |
| Q1 2022 | $393,000 | -26.3% | 5,145 | -19.3% | 0.00% | -50.0% |
| Q4 2021 | $533,000 | +6.2% | 6,374 | -6.3% | 0.00% | 0.0% |
| Q3 2021 | $502,000 | +36.0% | 6,799 | +34.0% | 0.00% | +100.0% |
| Q2 2021 | $369,000 | +4.5% | 5,075 | -6.5% | 0.00% | 0.0% |
| Q1 2021 | $353,000 | +11.0% | 5,428 | +8.8% | 0.00% | 0.0% |
| Q4 2020 | $318,000 | +10.4% | 4,988 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $288,000 | +11.2% | 1,247 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $259,000 | +12.1% | 1,247 | +4.4% | 0.00% | 0.0% |
| Q4 2019 | $231,000 | +3.1% | 1,195 | -4.0% | 0.00% | 0.0% |
| Q3 2019 | $224,000 | -16.7% | 1,245 | -17.0% | 0.00% | 0.0% |
| Q2 2019 | $269,000 | 0.0% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $269,000 | -22.0% | 1,500 | -34.5% | 0.00% | -50.0% |
| Q4 2018 | $345,000 | -15.0% | 2,291 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $406,000 | +16.0% | 2,291 | +6.6% | 0.00% | 0.0% |
| Q2 2018 | $350,000 | +5.1% | 2,150 | 0.0% | 0.00% | +100.0% |
| Q1 2018 | $333,000 | -7.0% | 2,150 | -8.3% | 0.00% | -50.0% |
| Q4 2017 | $358,000 | – | 2,345 | – | 0.00% | – |
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% |