ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 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 2023 | $44,200 | +12.4% | 646 | +15.8% | 0.01% | +14.3% |
Q2 2023 | $39,328 | +10.3% | 558 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $35,650 | -37.5% | 558 | -43.2% | 0.01% | -50.0% |
Q3 2022 | $57,000 | +29.5% | 982 | +33.8% | 0.01% | +27.3% |
Q2 2022 | $44,000 | -21.4% | 734 | 0.0% | 0.01% | -15.4% |
Q1 2022 | $56,000 | -28.2% | 734 | -21.1% | 0.01% | -23.5% |
Q4 2021 | $78,000 | -10.3% | 930 | -21.2% | 0.02% | -22.7% |
Q3 2021 | $87,000 | +1.2% | 1,180 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $86,000 | +13.2% | 1,180 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $76,000 | – | 1,180 | – | 0.02% | – |
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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% |