ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,358,735 | +1.9% | 122,168 | -12.9% | 1.88% | -13.5% |
| Q4 2022 | $8,201,349 | +2.2% | 140,194 | +1.1% | 2.17% | -8.4% |
| Q3 2022 | $8,021,000 | -2.5% | 138,651 | +1.8% | 2.37% | +3.1% |
| Q2 2022 | $8,223,000 | +131.3% | 136,262 | +192.8% | 2.30% | +162.7% |
| Q1 2022 | $3,555,000 | -9.2% | 46,540 | -0.6% | 0.88% | -0.7% |
| Q4 2021 | $3,916,000 | +1.6% | 46,806 | -0.2% | 0.88% | -0.8% |
| Q3 2021 | $3,855,000 | +9.1% | 46,903 | -3.5% | 0.89% | -14.8% |
| Q2 2021 | $3,534,000 | +11.0% | 48,593 | -0.6% | 1.04% | +1.4% |
| Q1 2021 | $3,183,000 | +1.3% | 48,893 | -0.7% | 1.03% | -4.7% |
| Q4 2020 | $3,141,000 | +10.1% | 49,216 | +298.8% | 1.08% | -3.4% |
| Q3 2020 | $2,852,000 | +10.0% | 12,341 | -1.2% | 1.12% | +5.7% |
| Q2 2020 | $2,592,000 | +690.2% | 12,491 | +636.9% | 1.06% | +604.7% |
| Q4 2019 | $328,000 | +54.7% | 1,695 | +43.8% | 0.15% | +37.6% |
| Q3 2019 | $212,000 | +1.4% | 1,179 | 0.0% | 0.11% | -2.7% |
| Q2 2019 | $209,000 | – | 1,179 | – | 0.11% | – |
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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% |