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 | $777,457 | +35.8% | 11,363 | +16.1% | 0.17% | +26.3% |
| Q2 2023 | $572,598 | 0.0% | 9,788 | 0.0% | 0.14% | -1.4% |
| Q1 2023 | $572,598 | 0.0% | 9,788 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $572,598 | -1.3% | 9,788 | 0.0% | 0.14% | -7.4% |
| Q3 2022 | $580,000 | -10.1% | 9,788 | -1.9% | 0.15% | -7.5% |
| Q2 2022 | $645,000 | -15.4% | 9,976 | 0.0% | 0.16% | -8.0% |
| Q1 2022 | $762,000 | -8.7% | 9,976 | 0.0% | 0.18% | -12.5% |
| Q4 2021 | $835,000 | +10.9% | 9,976 | -2.0% | 0.20% | +1.0% |
| Q3 2021 | $753,000 | +1.6% | 10,184 | 0.0% | 0.20% | +2.1% |
| Q2 2021 | $741,000 | +11.8% | 10,184 | 0.0% | 0.19% | +1.6% |
| Q1 2021 | $663,000 | +2.0% | 10,184 | 0.0% | 0.19% | -7.3% |
| Q4 2020 | $650,000 | +8.0% | 10,184 | +290.9% | 0.21% | +74.6% |
| Q3 2020 | $602,000 | +16.7% | 2,605 | +4.8% | 0.12% | -39.5% |
| Q2 2020 | $516,000 | +5.1% | 2,485 | -16.5% | 0.20% | -18.1% |
| Q1 2020 | $491,000 | -22.9% | 2,975 | -9.5% | 0.24% | -7.8% |
| Q4 2019 | $637,000 | -4.1% | 3,289 | -10.8% | 0.26% | +13.7% |
| Q3 2019 | $664,000 | -19.2% | 3,689 | -19.5% | 0.23% | -31.0% |
| Q2 2019 | $822,000 | -6.2% | 4,584 | -9.8% | 0.33% | -10.4% |
| Q1 2019 | $876,000 | -46.2% | 5,084 | -52.9% | 0.37% | -54.2% |
| Q4 2018 | $1,627,000 | – | 10,797 | – | 0.80% | – |
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% |