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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,866 | -2.9% | 437 | 0.0% | 0.01% | +14.3% |
| Q2 2023 | $30,765 | +10.4% | 437 | +0.2% | 0.01% | 0.0% |
| Q1 2023 | $27,864 | +9.3% | 436 | 0.0% | 0.01% | +16.7% |
| Q4 2022 | $25,482 | -2.0% | 436 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $26,000 | 0.0% | 436 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $26,000 | -21.2% | 435 | +0.2% | 0.01% | -12.5% |
| Q1 2022 | $33,000 | -8.3% | 434 | -0.2% | 0.01% | -11.1% |
| Q4 2021 | $36,000 | +12.5% | 435 | +0.2% | 0.01% | +12.5% |
| Q3 2021 | $32,000 | 0.0% | 434 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $32,000 | +14.3% | 434 | -66.9% | 0.01% | +12.5% |
| Q1 2021 | $28,000 | 0.0% | 1,311 | +202.8% | 0.01% | -11.1% |
| Q4 2020 | $28,000 | +12.0% | 433 | +300.9% | 0.01% | 0.0% |
| Q3 2020 | $25,000 | -13.8% | 108 | -23.4% | 0.01% | -18.2% |
| Q2 2020 | $29,000 | +26.1% | 141 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $23,000 | -93.8% | 141 | -92.7% | 0.01% | -93.7% |
| Q4 2019 | $373,000 | – | 1,927 | – | 0.16% | – |
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% |