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 | $323,763 | +32.0% | 4,732 | +35.9% | 0.04% | +36.4% |
| Q2 2023 | $245,341 | +14.4% | 3,481 | +3.7% | 0.03% | +10.0% |
| Q1 2023 | $214,543 | +1.8% | 3,358 | -6.8% | 0.03% | -3.2% |
| Q4 2022 | $210,776 | +0.8% | 3,603 | +43.9% | 0.03% | +10.7% |
| Q4 2021 | $209,000 | -86.9% | 2,503 | -72.2% | 0.03% | -93.8% |
| Q3 2018 | $1,597,000 | +7.6% | 9,012 | -1.3% | 0.45% | -1.7% |
| Q2 2018 | $1,484,000 | -5.4% | 9,128 | -9.7% | 0.46% | -16.0% |
| Q1 2018 | $1,568,000 | +110.2% | 10,110 | +107.0% | 0.54% | +104.1% |
| Q4 2017 | $746,000 | +97.9% | 4,884 | +85.6% | 0.27% | +78.0% |
| Q3 2017 | $377,000 | +3.6% | 2,631 | -1.2% | 0.15% | -3.2% |
| Q2 2017 | $364,000 | +29.5% | 2,663 | +24.8% | 0.16% | +22.0% |
| Q1 2017 | $281,000 | +9.3% | 2,133 | +1.0% | 0.13% | +5.8% |
| Q4 2016 | $257,000 | +6.2% | 2,112 | +6.1% | 0.12% | -1.6% |
| Q3 2016 | $242,000 | -4.7% | 1,990 | -8.6% | 0.12% | -6.2% |
| Q2 2016 | $254,000 | -4.5% | 2,178 | -5.2% | 0.13% | -13.9% |
| Q1 2016 | $266,000 | -20.8% | 2,298 | -20.7% | 0.15% | -11.2% |
| Q4 2015 | $336,000 | – | 2,898 | – | 0.17% | – |
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% |