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 | $435,425 | -2.9% | 6,364 | 0.0% | 0.06% | -3.5% |
| Q2 2023 | $448,535 | +10.3% | 6,364 | 0.0% | 0.06% | +5.6% |
| Q1 2023 | $406,596 | +9.2% | 6,364 | 0.0% | 0.05% | +17.4% |
| Q4 2022 | $372,294 | +1.2% | 6,364 | 0.0% | 0.05% | -20.7% |
| Q3 2022 | $368,000 | -4.2% | 6,364 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $384,000 | -21.1% | 6,364 | -0.2% | 0.06% | -3.3% |
| Q1 2022 | $487,000 | -20.0% | 6,374 | -12.4% | 0.06% | -14.1% |
| Q4 2021 | $609,000 | +29.6% | 7,280 | +14.4% | 0.07% | +24.6% |
| Q3 2021 | $470,000 | +1.5% | 6,364 | 0.0% | 0.06% | -6.6% |
| Q2 2021 | $463,000 | +11.8% | 6,364 | 0.0% | 0.06% | -17.6% |
| Q1 2021 | $414,000 | +2.0% | 6,364 | 0.0% | 0.07% | -9.8% |
| Q4 2020 | $406,000 | +10.3% | 6,364 | +300.0% | 0.08% | -4.7% |
| Q3 2020 | $368,000 | +1500.0% | 1,591 | +1333.3% | 0.09% | +1333.3% |
| Q2 2020 | $23,000 | +27.8% | 111 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $18,000 | -18.2% | 111 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $22,000 | – | 111 | – | 0.01% | – |
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% |