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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,849 | +79.8% | 2,394,758 | +85.2% | 1.00% | +78.3% |
| Q2 2023 | $91,133 | +11.5% | 1,293,040 | +1.1% | 0.56% | +2.0% |
| Q1 2023 | $81,702 | +7.2% | 1,278,798 | -1.8% | 0.55% | -1.6% |
| Q4 2022 | $76,191 | -99.9% | 1,302,409 | +1.1% | 0.56% | -5.2% |
| Q3 2022 | $74,547,000 | -3.1% | 1,288,623 | +1.1% | 0.59% | -0.7% |
| Q2 2022 | $76,923,000 | -28.5% | 1,274,611 | -9.5% | 0.60% | -21.9% |
| Q1 2022 | $107,546,000 | -5.6% | 1,408,042 | +3.4% | 0.76% | -4.9% |
| Q4 2021 | $113,966,000 | +21.7% | 1,362,089 | +5.8% | 0.80% | +7.5% |
| Q2 2021 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q1 2021 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q4 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q3 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q2 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q1 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q4 2019 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q3 2019 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q2 2019 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q1 2019 | $93,624,000 | +228.5% | 1,287,281 | +580.5% | 0.75% | +4.8% |
| Q4 2018 | $28,503,000 | +8.9% | 189,175 | +28.1% | 0.71% | +6.6% |
| Q3 2018 | $26,174,000 | +61.6% | 147,735 | +48.3% | 0.67% | +25.3% |
| Q2 2018 | $16,200,000 | +29.6% | 99,626 | +23.6% | 0.53% | +7.2% |
| Q1 2018 | $12,496,000 | -4.8% | 80,584 | -6.2% | 0.50% | -14.8% |
| Q4 2017 | $13,122,000 | +18.5% | 85,894 | +11.2% | 0.58% | +11.3% |
| Q3 2017 | $11,077,000 | +9.9% | 77,238 | +4.9% | 0.52% | +1.6% |
| Q2 2017 | $10,078,000 | +41.3% | 73,640 | +35.8% | 0.52% | +28.0% |
| Q1 2017 | $7,133,000 | +89.8% | 54,234 | +75.7% | 0.40% | +75.2% |
| Q4 2016 | $3,759,000 | +135.2% | 30,866 | +135.0% | 0.23% | +109.1% |
| Q3 2016 | $1,598,000 | +1188.7% | 13,134 | +1139.1% | 0.11% | +1122.2% |
| Q2 2016 | $124,000 | -10.8% | 1,060 | -11.4% | 0.01% | -25.0% |
| Q1 2016 | $139,000 | -0.7% | 1,196 | -1.2% | 0.01% | -14.3% |
| Q4 2015 | $140,000 | +1300.0% | 1,211 | +1148.5% | 0.01% | +1300.0% |
| Q3 2015 | $10,000 | – | 97 | – | 0.00% | – |
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% |