ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $738,000 | +7.7% | 12,765 | +12.4% | 0.00% | 0.0% |
| Q2 2022 | $685,000 | -56.8% | 11,360 | -45.3% | 0.00% | 0.0% |
| Q1 2022 | $1,585,000 | -29.4% | 20,759 | -22.6% | 0.00% | -50.0% |
| Q4 2021 | $2,245,000 | -5.7% | 26,837 | +160.6% | 0.00% | -33.3% |
| Q3 2020 | $2,380,000 | +87.7% | 10,300 | +11.1% | 0.00% | -94.5% |
| Q2 2017 | $1,268,000 | +8353.3% | 9,271 | +6716.9% | 0.06% | +5400.0% |
| Q2 2016 | $15,000 | -83.3% | 136 | -82.5% | 0.00% | -85.7% |
| Q1 2016 | $90,000 | -35.7% | 778 | -40.2% | 0.01% | -30.0% |
| Q3 2015 | $140,000 | +2233.3% | 1,302 | +2184.2% | 0.01% | +900.0% |
| Q2 2015 | $6,000 | -98.5% | 57 | -98.4% | 0.00% | -97.8% |
| Q1 2015 | $397,000 | +18.5% | 3,485 | +16.2% | 0.05% | +12.2% |
| Q4 2014 | $335,000 | – | 3,000 | – | 0.04% | – |
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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% |