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 2022 | $259,000 | +12.1% | 3,390 | +23.0% | 0.02% | +12.5% |
| Q4 2021 | $231,000 | +13.8% | 2,755 | +0.1% | 0.02% | +6.7% |
| Q3 2021 | $203,000 | -21.0% | 2,752 | -31.7% | 0.02% | -37.5% |
| Q4 2020 | $257,000 | +15.8% | 4,028 | +320.0% | 0.02% | +4.3% |
| Q3 2020 | $222,000 | -3.1% | 959 | -19.1% | 0.02% | +4.5% |
| Q4 2019 | $229,000 | +6.0% | 1,185 | -1.4% | 0.02% | 0.0% |
| Q3 2019 | $216,000 | 0.0% | 1,202 | -0.2% | 0.02% | -4.3% |
| Q2 2019 | $216,000 | +4.3% | 1,205 | +0.3% | 0.02% | +4.5% |
| Q1 2019 | $207,000 | -26.6% | 1,201 | -24.4% | 0.02% | -29.0% |
| Q3 2018 | $282,000 | +15.1% | 1,588 | +5.7% | 0.03% | +14.8% |
| Q2 2018 | $245,000 | +15.0% | 1,502 | +9.2% | 0.03% | +12.5% |
| Q1 2018 | $213,000 | -21.4% | 1,376 | -22.4% | 0.02% | -20.0% |
| Q4 2017 | $271,000 | +6.7% | 1,774 | +0.2% | 0.03% | +3.4% |
| Q3 2017 | $254,000 | +9.5% | 1,770 | +4.3% | 0.03% | +7.4% |
| Q2 2017 | $232,000 | – | 1,697 | – | 0.03% | – |
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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% |