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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,480 | +19.3% | 4,976 | +22.9% | 0.07% | +19.0% |
| Q2 2023 | $285,326 | -7.9% | 4,048 | -16.5% | 0.06% | -14.7% |
| Q1 2023 | $309,794 | -92.1% | 4,849 | -92.8% | 0.07% | -92.9% |
| Q4 2022 | $3,928,806 | +546.2% | 67,159 | +823.8% | 0.95% | +548.3% |
| Q4 2021 | $608,000 | -80.6% | 7,270 | -73.2% | 0.15% | -94.8% |
| Q4 2015 | $3,135,000 | -7.5% | 27,079 | -13.9% | 2.83% | -16.9% |
| Q3 2015 | $3,389,000 | -23.1% | 31,442 | -18.8% | 3.41% | -17.3% |
| Q2 2015 | $4,407,000 | -14.1% | 38,707 | -14.1% | 4.12% | -13.2% |
| Q1 2015 | $5,132,000 | -0.7% | 45,040 | -2.7% | 4.75% | -2.9% |
| Q4 2014 | $5,167,000 | – | 46,301 | – | 4.89% | – |
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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% |