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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,051,613 | +86.7% | 336,911 | +92.3% | 0.25% | +82.0% |
| Q2 2023 | $12,344,962 | +43.9% | 175,156 | +30.1% | 0.14% | +29.9% |
| Q1 2023 | $8,579,988 | -5.6% | 134,623 | -22.2% | 0.11% | -56.3% |
| Q4 2022 | $9,090,202 | -31.0% | 172,938 | -24.1% | 0.24% | +12.9% |
| Q3 2022 | $13,177,000 | +49.4% | 227,780 | +55.9% | 0.22% | +48.6% |
| Q2 2022 | $8,817,000 | -28.7% | 146,101 | -9.7% | 0.15% | -26.6% |
| Q1 2022 | $12,361,000 | -17.5% | 161,829 | -9.6% | 0.20% | -11.9% |
| Q4 2021 | $14,983,000 | +74.4% | 179,069 | +54.1% | 0.23% | +6.6% |
| Q3 2021 | $8,589,000 | +667.6% | 116,202 | +655.0% | 0.21% | +606.7% |
| Q2 2021 | $1,119,000 | +8.0% | 15,392 | -3.3% | 0.03% | -3.2% |
| Q1 2021 | $1,036,000 | -9.8% | 15,913 | -11.6% | 0.03% | -18.4% |
| Q4 2020 | $1,148,000 | -67.9% | 17,993 | +16.1% | 0.04% | -69.4% |
| Q3 2020 | $3,581,000 | +9.5% | 15,496 | -1.6% | 0.12% | -3.1% |
| Q2 2020 | $3,269,000 | +20.7% | 15,755 | -4.0% | 0.13% | -1.5% |
| Q1 2020 | $2,708,000 | -15.3% | 16,406 | -0.6% | 0.13% | +2.4% |
| Q4 2019 | $3,197,000 | +10.8% | 16,512 | +3.1% | 0.13% | -0.8% |
| Q3 2019 | $2,885,000 | +241.8% | 16,020 | +240.3% | 0.13% | +146.2% |
| Q2 2019 | $844,000 | +1.3% | 4,707 | -2.6% | 0.05% | -3.7% |
| Q1 2019 | $833,000 | -68.4% | 4,831 | -72.4% | 0.05% | -68.2% |
| Q4 2018 | $2,635,000 | +36.6% | 17,491 | +60.1% | 0.17% | +14.9% |
| Q3 2018 | $1,929,000 | +44.7% | 10,928 | +34.1% | 0.15% | +21.3% |
| Q2 2018 | $1,333,000 | +32.6% | 8,149 | +22.7% | 0.12% | +6.1% |
| Q1 2018 | $1,005,000 | +11.4% | 6,644 | +16.3% | 0.12% | -5.7% |
| Q4 2017 | $902,000 | -12.6% | 5,712 | -19.6% | 0.12% | -23.8% |
| Q3 2017 | $1,032,000 | -99.7% | 7,105 | +159.5% | 0.16% | +146.2% |
| Q2 2017 | $376,534,000 | – | 2,738 | – | 0.06% | – |
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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% |