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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,785,000 | +6.7% | 21,335 | -5.7% | 4.18% | +53.0% |
| Q3 2021 | $1,673,000 | +5.4% | 22,632 | +3.6% | 2.73% | +212.5% |
| Q2 2021 | $1,588,000 | +9.7% | 21,837 | -1.7% | 0.87% | +5.4% |
| Q1 2021 | $1,447,000 | -4.5% | 22,221 | -6.4% | 0.83% | +0.6% |
| Q4 2020 | $1,515,000 | +14.6% | 23,742 | +314.7% | 0.82% | +17.0% |
| Q3 2020 | $1,322,000 | -99.9% | 5,725 | +9.3% | 0.70% | +15.0% |
| Q2 2020 | $1,087,041,000 | -0.1% | 5,239 | -20.5% | 0.61% | -4.4% |
| Q1 2020 | $1,087,680,000 | -7.6% | 6,590 | +17.1% | 0.64% | +7.4% |
| Q4 2019 | $1,177,184,000 | +134743.5% | 5,626 | +16.0% | 0.60% | -22.5% |
| Q3 2019 | $873,000 | +69.5% | 4,851 | +73.0% | 0.77% | +40.3% |
| Q2 2019 | $515,000 | +12.2% | 2,804 | +5.3% | 0.55% | -8.4% |
| Q1 2019 | $459,000 | -27.9% | 2,664 | -37.0% | 0.60% | +84.0% |
| Q4 2018 | $637,000 | – | 4,229 | – | 0.32% | – |
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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% |