ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $618,000 | -21.1% | 10,248 | +0.0% | 0.31% | -12.2% |
| Q1 2022 | $783,000 | +14.8% | 10,246 | +25.8% | 0.35% | +15.0% |
| Q4 2021 | $682,000 | +18.4% | 8,147 | +4.5% | 0.31% | +1.3% |
| Q3 2021 | $576,000 | +1.6% | 7,796 | +0.0% | 0.30% | -1.3% |
| Q2 2021 | $567,000 | +19.4% | 7,795 | +6.8% | 0.31% | +10.8% |
| Q1 2021 | $475,000 | +7.5% | 7,301 | +5.5% | 0.28% | +2.2% |
| Q4 2020 | $442,000 | +21.1% | 6,922 | +338.4% | 0.27% | +3.8% |
| Q3 2020 | $365,000 | +17.7% | 1,579 | +5.6% | 0.26% | +7.0% |
| Q2 2020 | $310,000 | +33.6% | 1,495 | +6.3% | 0.24% | +11.4% |
| Q1 2020 | $232,000 | -13.1% | 1,407 | +2.2% | 0.22% | -18.3% |
| Q4 2019 | $267,000 | +7.7% | 1,377 | +0.1% | 0.27% | +18.1% |
| Q3 2019 | $248,000 | +10.7% | 1,376 | +10.1% | 0.23% | +2.7% |
| Q2 2019 | $224,000 | -14.2% | 1,250 | -17.5% | 0.22% | -3.9% |
| Q1 2019 | $261,000 | +17.0% | 1,516 | +2.0% | 0.23% | +21.1% |
| Q4 2018 | $223,000 | -16.8% | 1,486 | -1.9% | 0.19% | -17.7% |
| Q3 2018 | $268,000 | +30.7% | 1,515 | +20.2% | 0.23% | +5.5% |
| Q2 2018 | $205,000 | – | 1,260 | – | 0.22% | – |
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% |