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 2023 | $11,967,233 | +221.7% | 174,908 | +231.4% | 0.21% | +217.9% |
| Q2 2023 | $3,719,834 | +80.2% | 52,779 | +63.4% | 0.07% | +71.8% |
| Q1 2023 | $2,064,038 | -67.6% | 32,306 | -70.3% | 0.04% | -70.2% |
| Q4 2022 | $6,368,409 | -9.0% | 108,861 | -10.0% | 0.13% | -15.5% |
| Q3 2022 | $6,999,000 | +25.1% | 120,993 | +30.5% | 0.16% | +32.5% |
| Q2 2022 | $5,596,000 | -77.4% | 92,720 | -71.4% | 0.12% | -73.0% |
| Q1 2022 | $24,793,000 | +28.7% | 324,599 | +40.9% | 0.43% | +26.5% |
| Q4 2021 | $19,269,000 | +23.5% | 230,294 | +9.1% | 0.34% | +21.6% |
| Q3 2021 | $15,597,000 | +8.7% | 211,030 | +6.9% | 0.28% | +1.8% |
| Q2 2021 | $14,352,000 | +19.8% | 197,332 | +7.3% | 0.28% | +4.5% |
| Q1 2021 | $11,977,000 | +0.6% | 183,943 | -1.4% | 0.26% | -7.7% |
| Q4 2020 | $11,908,000 | +364.4% | 186,586 | +1581.6% | 0.29% | +267.9% |
| Q3 2020 | $2,564,000 | -9.9% | 11,096 | -19.1% | 0.08% | -20.4% |
| Q2 2020 | $2,846,000 | -10.3% | 13,716 | -16.3% | 0.10% | +14.0% |
| Q4 2019 | $3,173,000 | +10.2% | 16,388 | +2.4% | 0.09% | -16.5% |
| Q3 2019 | $2,880,000 | +43.5% | 16,000 | +41.4% | 0.10% | +37.3% |
| Q2 2019 | $2,007,000 | -5.6% | 11,314 | -8.2% | 0.08% | -16.7% |
| Q1 2019 | $2,125,000 | -76.1% | 12,329 | -79.1% | 0.09% | -77.2% |
| Q4 2018 | $8,908,000 | -57.4% | 59,123 | -49.9% | 0.40% | -52.2% |
| Q3 2018 | $20,908,000 | +13.8% | 118,010 | +4.4% | 0.83% | +2.2% |
| Q2 2018 | $18,374,000 | -14.6% | 112,996 | -18.6% | 0.81% | -22.2% |
| Q1 2018 | $21,516,000 | +6.8% | 138,748 | +5.2% | 1.04% | +3.7% |
| Q4 2017 | $20,154,000 | -0.7% | 131,924 | -6.8% | 1.00% | -9.4% |
| Q3 2017 | $20,294,000 | +47.7% | 141,502 | +40.9% | 1.10% | +31.4% |
| Q2 2017 | $13,743,000 | +12.4% | 100,421 | +8.0% | 0.84% | +5.7% |
| Q1 2017 | $12,228,000 | -25.8% | 92,975 | -31.3% | 0.80% | -36.7% |
| Q4 2016 | $16,476,000 | +127.2% | 135,286 | +126.9% | 1.26% | +88.7% |
| Q3 2016 | $7,253,000 | +10.5% | 59,621 | +7.3% | 0.67% | -5.8% |
| Q2 2016 | $6,566,000 | +2.6% | 55,570 | +0.6% | 0.71% | -2.8% |
| Q1 2016 | $6,399,000 | -29.2% | 55,220 | -33.6% | 0.73% | -26.9% |
| Q4 2015 | $9,041,000 | +38.0% | 83,102 | +36.8% | 0.99% | +9.8% |
| Q3 2015 | $6,550,000 | -6.6% | 60,762 | -1.3% | 0.90% | +10.0% |
| Q2 2015 | $7,012,000 | +12.6% | 61,584 | +12.7% | 0.82% | +16.7% |
| Q1 2015 | $6,227,000 | +84.0% | 54,648 | +80.2% | 0.70% | +95.8% |
| Q4 2014 | $3,384,000 | +25.8% | 30,319 | +20.4% | 0.36% | +30.9% |
| Q3 2014 | $2,689,000 | +10.2% | 25,172 | +8.5% | 0.28% | +12.7% |
| Q2 2014 | $2,441,000 | +240.0% | 23,206 | +219.0% | 0.24% | +238.9% |
| Q4 2013 | $718,000 | – | 7,275 | – | 0.07% | – |
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% |