ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $355,323 | -11.8% | 5,908 | -14.0% | 0.09% | -8.9% |
| Q3 2022 | $403,000 | -13.0% | 6,872 | +0.0% | 0.10% | +7.4% |
| Q2 2022 | $463,000 | -12.5% | 6,871 | -0.7% | 0.09% | +8.0% |
| Q1 2022 | $529,000 | -1.3% | 6,922 | -2.2% | 0.09% | +2.4% |
| Q4 2021 | $536,000 | +5.1% | 7,080 | +2.7% | 0.08% | +3.7% |
| Q3 2021 | $510,000 | +2.0% | 6,894 | +0.2% | 0.08% | +1.2% |
| Q2 2021 | $500,000 | +11.9% | 6,882 | +0.2% | 0.08% | +3.8% |
| Q1 2021 | $447,000 | +2.1% | 6,869 | +0.0% | 0.08% | -4.9% |
| Q4 2020 | $438,000 | +43.1% | 6,868 | +417.9% | 0.08% | +24.2% |
| Q3 2020 | $306,000 | -17.5% | 1,326 | -25.9% | 0.07% | -29.8% |
| Q2 2020 | $371,000 | -1.3% | 1,789 | -21.7% | 0.09% | -21.7% |
| Q1 2020 | $376,000 | +2.5% | 2,285 | +20.6% | 0.12% | +22.4% |
| Q4 2019 | $367,000 | +7.6% | 1,895 | +0.1% | 0.10% | -3.0% |
| Q3 2019 | $341,000 | +0.6% | 1,894 | +0.1% | 0.10% | -3.8% |
| Q2 2019 | $339,000 | +4.0% | 1,893 | 0.0% | 0.10% | -1.9% |
| Q1 2019 | $326,000 | +41.7% | 1,893 | +46.3% | 0.11% | -17.1% |
| Q3 2018 | $230,000 | -20.4% | 1,294 | -31.5% | 0.13% | +4.0% |
| Q4 2017 | $289,000 | – | 1,889 | – | 0.12% | – |
Download | ||||||
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% |