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 | $449,246 | -2.9% | 6,566 | 0.0% | 0.07% | +1.5% |
| Q2 2023 | $462,772 | +10.3% | 6,566 | 0.0% | 0.06% | +3.2% |
| Q1 2023 | $419,502 | +9.2% | 6,566 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $384,111 | +1.1% | 6,566 | 0.0% | 0.06% | -19.0% |
| Q3 2022 | $380,000 | -4.0% | 6,566 | 0.0% | 0.08% | +3.9% |
| Q2 2022 | $396,000 | -21.1% | 6,566 | 0.0% | 0.08% | -17.4% |
| Q1 2022 | $502,000 | -8.6% | 6,566 | 0.0% | 0.09% | -13.2% |
| Q4 2021 | $549,000 | +61.9% | 6,566 | +43.1% | 0.11% | +49.3% |
| Q3 2021 | $339,000 | +73.8% | 4,589 | +70.8% | 0.07% | +73.2% |
| Q2 2021 | $195,000 | +140.7% | 2,686 | +116.6% | 0.04% | +127.8% |
| Q1 2021 | $81,000 | +2.5% | 1,240 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $79,000 | +9.7% | 1,240 | +300.0% | 0.02% | -9.1% |
| Q3 2020 | $72,000 | +12.5% | 310 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $64,000 | +25.5% | 310 | 0.0% | 0.02% | +4.8% |
| Q1 2020 | $51,000 | -15.0% | 310 | 0.0% | 0.02% | -30.0% |
| Q4 2019 | $60,000 | – | 310 | – | 0.03% | – |
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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% |