ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $15,000 | +7.1% | 208 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | -99.9% | 208 | -99.9% | 0.01% | -98.6% |
| Q4 2020 | $17,257,000 | +425.5% | 270,397 | +1802.7% | 0.36% | +185.0% |
| Q3 2020 | $3,284,000 | +38.9% | 14,211 | +24.7% | 0.13% | +32.3% |
| Q2 2020 | $2,365,000 | -10.4% | 11,396 | -28.8% | 0.10% | -31.9% |
| Q1 2020 | $2,640,000 | -76.2% | 15,997 | -72.0% | 0.14% | -64.2% |
| Q4 2019 | $11,070,000 | -41.7% | 57,169 | -45.8% | 0.39% | -46.3% |
| Q3 2019 | $18,998,000 | +8306.2% | 105,529 | +7955.6% | 0.73% | +7240.0% |
| Q1 2019 | $226,000 | – | 1,310 | – | 0.01% | – |
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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% |