ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,332,943 | -6.2% | 48,713 | -3.3% | 0.02% | 0.0% |
| Q2 2023 | $3,551,628 | +8.2% | 50,392 | -1.9% | 0.02% | 0.0% |
| Q1 2023 | $3,283,307 | +41.5% | 51,390 | +29.6% | 0.02% | -17.4% |
| Q4 2022 | $2,320,142 | -0.2% | 39,647 | -1.3% | 0.02% | -14.8% |
| Q3 2022 | $2,324,000 | +15393.3% | 40,180 | +19217.3% | 0.03% | – |
| Q3 2021 | $15,000 | -90.6% | 208 | -91.7% | 0.00% | -100.0% |
| Q4 2020 | $160,000 | – | 2,504 | – | 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% |