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 | $8,065,400 | +207.2% | 117,881 | +216.4% | 0.92% | +229.5% |
Q2 2023 | $2,625,714 | +1117.7% | 37,255 | +1003.9% | 0.28% | +1108.7% |
Q1 2023 | $215,629 | -56.6% | 3,375 | -48.1% | 0.02% | -53.1% |
Q1 2022 | $497,000 | -8.8% | 6,508 | 0.0% | 0.05% | -10.9% |
Q4 2021 | $545,000 | +13.3% | 6,508 | 0.0% | 0.06% | +7.8% |
Q3 2021 | $481,000 | -4.8% | 6,508 | -6.3% | 0.05% | -5.6% |
Q2 2021 | $505,000 | +142.8% | 6,948 | +117.7% | 0.05% | +107.7% |
Q1 2021 | $208,000 | -35.2% | 3,192 | +71.7% | 0.03% | -78.3% |
Q1 2019 | $321,000 | -85.0% | 1,859 | -86.9% | 0.12% | -88.4% |
Q4 2018 | $2,141,000 | +37.6% | 14,207 | +61.8% | 1.03% | +59.2% |
Q3 2018 | $1,556,000 | +18.9% | 8,781 | +9.1% | 0.65% | +18.0% |
Q2 2018 | $1,309,000 | +142.4% | 8,047 | +131.1% | 0.55% | +90.3% |
Q1 2018 | $540,000 | +14.6% | 3,482 | +12.9% | 0.29% | +24.0% |
Q4 2017 | $471,000 | – | 3,083 | – | 0.23% | – |
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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% |