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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,188,552 | +9.7% | 34,255 | +0.5% | 0.51% | +1.8% |
| Q4 2022 | $1,995,000 | +40.7% | 34,095 | +39.1% | 0.50% | +20.0% |
| Q3 2022 | $1,418,000 | -4.1% | 24,515 | 0.0% | 0.42% | +3.0% |
| Q2 2022 | $1,479,000 | -21.0% | 24,515 | 0.0% | 0.40% | -0.2% |
| Q1 2022 | $1,872,000 | -8.7% | 24,515 | 0.0% | 0.40% | +0.7% |
| Q4 2021 | $2,051,000 | +13.2% | 24,515 | 0.0% | 0.40% | +6.1% |
| Q3 2021 | $1,812,000 | +1.2% | 24,515 | -0.5% | 0.38% | +5.0% |
| Q2 2021 | $1,791,000 | +6.1% | 24,631 | -5.0% | 0.36% | +11.1% |
| Q1 2021 | $1,688,000 | +20.6% | 25,931 | +18.2% | 0.32% | +14.4% |
| Q4 2020 | $1,400,000 | +19.0% | 21,936 | +331.0% | 0.28% | +10.1% |
| Q3 2020 | $1,176,000 | +11.4% | 5,090 | 0.0% | 0.26% | +4.5% |
| Q2 2020 | $1,056,000 | -26.1% | 5,090 | -41.2% | 0.25% | -35.3% |
| Q1 2020 | $1,429,000 | – | 8,656 | – | 0.38% | – |
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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% |