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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $1,454,000 | -22.7% | 17,383 | -31.7% | 0.09% | -33.3% |
Q3 2021 | $1,882,000 | -12.7% | 25,464 | -14.1% | 0.14% | -25.4% |
Q2 2021 | $2,155,000 | -18.3% | 29,637 | -26.9% | 0.19% | -33.5% |
Q1 2021 | $2,638,000 | -2.8% | 40,516 | -4.7% | 0.28% | -17.0% |
Q4 2020 | $2,713,000 | +5.8% | 42,516 | 0.0% | 0.34% | -31.0% |
Q3 2020 | $2,564,000 | +53.2% | 42,516 | +427.1% | 0.50% | +59.0% |
Q2 2020 | $1,674,000 | +25.8% | 8,066 | 0.0% | 0.31% | -12.8% |
Q1 2020 | $1,331,000 | – | 8,066 | – | 0.36% | – |
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% |