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 | $649,990 | -2.9% | 9,500 | 0.0% | 0.32% | -10.5% |
| Q2 2023 | $669,560 | +16.4% | 9,500 | +5.6% | 0.36% | +2.0% |
| Q1 2023 | $575,010 | +9.2% | 9,000 | 0.0% | 0.36% | -3.3% |
| Q4 2022 | $526,500 | +1.2% | 9,000 | 0.0% | 0.37% | -1.6% |
| Q3 2022 | $520,000 | -24.3% | 9,000 | 0.0% | 0.37% | -1.6% |
| Q1 2022 | $687,000 | +3.3% | 9,000 | 0.0% | 0.38% | +7.1% |
| Q4 2021 | $665,000 | 0.0% | 9,000 | 0.0% | 0.35% | +20.8% |
| Q3 2021 | $665,000 | +13.5% | 9,000 | 0.0% | 0.29% | -22.1% |
| Q1 2021 | $586,000 | +2.1% | 9,000 | 0.0% | 0.38% | -13.0% |
| Q4 2020 | $574,000 | +10.6% | 9,000 | +300.0% | 0.43% | +0.5% |
| Q3 2020 | $519,000 | +11.1% | 2,250 | 0.0% | 0.43% | -4.0% |
| Q2 2020 | $467,000 | +25.9% | 2,250 | 0.0% | 0.45% | +0.9% |
| Q1 2020 | $371,000 | -14.9% | 2,250 | 0.0% | 0.44% | +1.1% |
| Q4 2019 | $436,000 | – | 2,250 | – | 0.44% | – |
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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% |