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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $205,705 | -12.8% | 3,516 | -14.0% | 0.01% | -22.2% |
| Q3 2022 | $236,000 | +9.3% | 4,086 | +14.3% | 0.02% | +12.5% |
| Q2 2022 | $216,000 | -12.9% | 3,575 | +10.1% | 0.02% | +6.7% |
| Q1 2022 | $248,000 | -8.8% | 3,248 | 0.0% | 0.02% | -11.8% |
| Q4 2021 | $272,000 | +20.9% | 3,248 | +6.6% | 0.02% | +21.4% |
| Q3 2021 | $225,000 | +1.4% | 3,047 | -0.0% | 0.01% | -12.5% |
| Q2 2021 | $222,000 | -9.4% | 3,048 | -20.0% | 0.02% | -23.8% |
| Q4 2020 | $245,000 | +1.7% | 3,812 | +265.5% | 0.02% | -8.7% |
| Q3 2020 | $241,000 | +16.4% | 1,043 | +4.5% | 0.02% | +4.5% |
| Q2 2020 | $207,000 | -23.0% | 998 | -28.2% | 0.02% | -18.5% |
| Q4 2019 | $269,000 | +6.7% | 1,390 | -1.3% | 0.03% | -3.6% |
| Q3 2019 | $252,000 | -0.4% | 1,409 | -1.1% | 0.03% | -12.5% |
| Q2 2019 | $253,000 | -15.9% | 1,425 | -18.8% | 0.03% | -22.0% |
| Q1 2019 | $301,000 | +13.6% | 1,754 | +0.1% | 0.04% | -2.4% |
| Q4 2018 | $265,000 | -16.9% | 1,752 | -2.7% | 0.04% | +7.7% |
| Q3 2018 | $319,000 | +43.7% | 1,800 | -6.1% | 0.04% | -2.5% |
| Q1 2016 | $222,000 | – | 1,917 | – | 0.04% | – |
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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% |