ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $738,458 | -7.4% | 10,793 | -4.6% | 0.06% | -1.7% |
| Q2 2023 | $797,059 | +13.0% | 11,309 | +2.4% | 0.06% | +9.1% |
| Q1 2023 | $705,346 | +10.1% | 11,040 | +0.8% | 0.06% | +1.9% |
| Q4 2022 | $640,634 | +0.9% | 10,951 | -0.3% | 0.05% | -8.5% |
| Q3 2022 | $635,000 | -5.2% | 10,979 | -1.1% | 0.06% | 0.0% |
| Q2 2022 | $670,000 | -35.8% | 11,099 | -18.7% | 0.06% | -28.0% |
| Q1 2022 | $1,043,000 | -10.7% | 13,659 | -2.2% | 0.08% | -5.7% |
| Q4 2021 | $1,168,000 | +10.0% | 13,963 | -2.9% | 0.09% | 0.0% |
| Q3 2021 | $1,062,000 | -7.2% | 14,375 | -8.7% | 0.09% | -8.4% |
| Q2 2021 | $1,145,000 | +18.9% | 15,742 | +6.4% | 0.10% | +15.9% |
| Q1 2021 | $963,000 | -0.1% | 14,795 | -2.1% | 0.08% | -34.9% |
| Q4 2020 | $964,000 | +703.3% | 15,116 | +2330.2% | 0.13% | +350.0% |
| Q4 2019 | $120,000 | +361.5% | 622 | +277.0% | 0.03% | +250.0% |
| Q1 2018 | $26,000 | – | 165 | – | 0.01% | – |
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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% |