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 | $335,943 | -2.9% | 4,910 | 0.0% | 0.24% | +3.5% |
| Q2 2023 | $346,057 | +13.2% | 4,910 | +2.6% | 0.23% | +8.5% |
| Q1 2023 | $305,714 | +9.2% | 4,785 | 0.0% | 0.21% | +7.0% |
| Q4 2022 | $279,922 | +1.1% | 4,785 | 0.0% | 0.20% | -10.0% |
| Q3 2022 | $277,000 | -4.2% | 4,785 | 0.0% | 0.22% | +3.8% |
| Q2 2022 | $289,000 | -35.6% | 4,785 | -18.7% | 0.21% | -18.7% |
| Q1 2022 | $449,000 | -8.7% | 5,885 | 0.0% | 0.26% | +2.3% |
| Q4 2021 | $492,000 | +4.2% | 5,885 | -7.8% | 0.26% | -5.9% |
| Q3 2021 | $472,000 | +5.4% | 6,385 | +3.6% | 0.27% | +7.5% |
| Q2 2021 | $448,000 | +20.1% | 6,165 | +7.6% | 0.25% | +5.0% |
| Q1 2021 | $373,000 | +5.7% | 5,730 | +3.6% | 0.24% | -5.9% |
| Q4 2020 | $353,000 | +13.1% | 5,530 | +309.6% | 0.26% | -10.2% |
| Q3 2020 | $312,000 | +11.4% | 1,350 | 0.0% | 0.28% | -7.5% |
| Q2 2020 | $280,000 | +25.6% | 1,350 | 0.0% | 0.31% | +9.6% |
| Q1 2020 | $223,000 | -34.2% | 1,350 | -22.8% | 0.28% | 0.0% |
| Q4 2019 | $339,000 | +7.6% | 1,749 | 0.0% | 0.28% | -6.6% |
| Q3 2019 | $315,000 | +0.6% | 1,749 | 0.0% | 0.30% | -0.3% |
| Q2 2019 | $313,000 | +4.0% | 1,749 | 0.0% | 0.30% | -2.6% |
| Q1 2019 | $301,000 | +14.0% | 1,749 | 0.0% | 0.31% | -5.2% |
| Q4 2018 | $264,000 | – | 1,749 | – | 0.33% | – |
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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% |