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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $566,929 | +9.8% | 7,549 | 0.0% | 0.02% | -5.0% |
| Q3 2023 | $516,502 | -8.1% | 7,549 | -5.3% | 0.02% | -4.8% |
| Q2 2023 | $561,866 | +65.7% | 7,972 | +50.2% | 0.02% | +61.5% |
| Q1 2023 | $339,000 | +80614.3% | 5,306 | -26.0% | 0.01% | -23.5% |
| Q4 2022 | $420 | -99.9% | 7,174 | -3.3% | 0.02% | -10.5% |
| Q3 2022 | $429,000 | -4.2% | 7,420 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $448,000 | -29.0% | 7,420 | -10.2% | 0.02% | -13.6% |
| Q1 2022 | $631,000 | +52.0% | 8,259 | +66.7% | 0.02% | +57.1% |
| Q4 2021 | $415,000 | -9.8% | 4,954 | -20.3% | 0.01% | -17.6% |
| Q3 2021 | $460,000 | -38.7% | 6,217 | -39.7% | 0.02% | -37.0% |
| Q2 2021 | $750,000 | +17.0% | 10,310 | +4.7% | 0.03% | +8.0% |
| Q1 2021 | $641,000 | +1.9% | 9,851 | 0.0% | 0.02% | -3.8% |
| Q4 2020 | $629,000 | +10.5% | 9,851 | +300.3% | 0.03% | 0.0% |
| Q3 2020 | $569,000 | +11.4% | 2,461 | +0.0% | 0.03% | 0.0% |
| Q2 2020 | $511,000 | +25.9% | 2,460 | +0.2% | 0.03% | +8.3% |
| Q1 2020 | $406,000 | – | 2,456 | – | 0.02% | – |
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% |