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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,173,000 | +11.0% | 49,873 | -1.9% | 2.79% | +20.5% |
| Q3 2021 | $3,759,000 | +200.7% | 50,859 | +165.0% | 2.32% | +148.2% |
| Q1 2021 | $1,250,000 | +1.8% | 19,192 | -0.2% | 0.93% | -1.5% |
| Q4 2020 | $1,228,000 | +22.6% | 19,234 | +343.5% | 0.95% | -23.6% |
| Q3 2020 | $1,002,000 | -5.2% | 4,337 | -14.9% | 1.24% | +3.5% |
| Q2 2020 | $1,057,000 | -21.5% | 5,095 | -32.9% | 1.20% | +52.7% |
| Q3 2018 | $1,346,000 | +52.6% | 7,596 | +40.1% | 0.78% | -13.7% |
| Q2 2018 | $882,000 | -28.5% | 5,422 | -31.9% | 0.91% | +20.8% |
| Q1 2018 | $1,234,000 | +197.3% | 7,958 | +192.8% | 0.75% | +95.6% |
| Q4 2017 | $415,000 | -47.1% | 2,718 | -50.3% | 0.38% | -25.5% |
| Q3 2017 | $784,000 | +1.3% | 5,467 | -3.3% | 0.52% | -2.3% |
| Q2 2017 | $774,000 | +54.5% | 5,653 | +48.3% | 0.53% | -8.5% |
| Q1 2017 | $501,000 | – | 3,811 | – | 0.58% | – |
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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% |