ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $21,885,000 | +45.8% | 378,309 | +52.1% | 0.61% | +45.5% |
| Q2 2022 | $15,014,000 | +79.0% | 248,788 | +126.5% | 0.42% | +111.1% |
| Q1 2022 | $8,390,000 | +76.8% | 109,850 | +93.7% | 0.20% | +64.5% |
| Q4 2021 | $4,746,000 | -11.3% | 56,715 | -21.6% | 0.12% | -24.4% |
| Q3 2021 | $5,348,000 | +30.5% | 72,370 | +28.4% | 0.16% | +10.3% |
| Q2 2021 | $4,099,000 | +13.9% | 56,356 | +1.9% | 0.14% | -19.9% |
| Q1 2021 | $3,600,000 | +161.8% | 55,296 | +829.0% | 0.18% | +46.0% |
| Q3 2020 | $1,375,000 | – | 5,952 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |