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 | $611,599 | 0.0% | 8,678 | 0.0% | 0.13% | -0.8% |
| Q2 2023 | $611,599 | +10.3% | 8,678 | +0.0% | 0.13% | +5.7% |
| Q1 2023 | $554,306 | +26207.8% | 8,676 | +18359.6% | 0.12% | – |
| Q4 2022 | $2,107 | -99.6% | 47 | -99.5% | 0.00% | -100.0% |
| Q3 2022 | $502,000 | -4.2% | 8,685 | 0.0% | 0.12% | +5.9% |
| Q2 2022 | $524,000 | -22.8% | 8,685 | -2.3% | 0.12% | -12.6% |
| Q1 2022 | $679,000 | -9.2% | 8,885 | -1.9% | 0.14% | -5.6% |
| Q4 2021 | $748,000 | +10.0% | 9,061 | -1.5% | 0.14% | +6.7% |
| Q3 2021 | $680,000 | -2.2% | 9,199 | -3.6% | 0.13% | -2.2% |
| Q2 2021 | $695,000 | -11.6% | 9,541 | -21.0% | 0.14% | -41.9% |
| Q1 2021 | $786,000 | -1.8% | 12,079 | -3.6% | 0.24% | -7.1% |
| Q4 2020 | $800,000 | +32.9% | 12,536 | +380.9% | 0.25% | +9.5% |
| Q3 2020 | $602,000 | +8.7% | 2,607 | -2.3% | 0.23% | +6.4% |
| Q2 2020 | $554,000 | +17.6% | 2,669 | -6.6% | 0.22% | +7.4% |
| Q1 2020 | $471,000 | -14.8% | 2,857 | 0.0% | 0.20% | -60.1% |
| Q4 2019 | $553,000 | – | 2,857 | – | 0.51% | – |
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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% |