ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,477 | -2.9% | 1,527 | 0.0% | 0.04% | -2.2% |
| Q2 2023 | $107,623 | +109719.4% | 1,527 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $98 | +11.4% | 1,527 | +1.3% | 0.04% | +4.7% |
| Q4 2022 | $88 | -99.7% | 1,507 | +206.9% | 0.04% | +95.5% |
| Q3 2022 | $28,000 | -81.8% | 491 | -80.8% | 0.02% | -65.6% |
| Q2 2022 | $154,000 | +30.5% | 2,555 | +66.0% | 0.06% | +39.1% |
| Q1 2022 | $118,000 | -8.5% | 1,539 | 0.0% | 0.05% | -17.9% |
| Q4 2021 | $129,000 | +17.3% | 1,539 | +3.8% | 0.06% | +9.8% |
| Q3 2021 | $110,000 | +1.9% | 1,483 | 0.0% | 0.05% | -1.9% |
| Q2 2021 | $108,000 | +9.1% | 1,483 | -2.6% | 0.05% | +15.6% |
| Q1 2021 | $99,000 | +2.1% | 1,522 | +0.1% | 0.04% | 0.0% |
| Q4 2020 | $97,000 | +16.9% | 1,521 | +322.5% | 0.04% | -4.3% |
| Q3 2020 | $83,000 | +10.7% | 360 | 0.0% | 0.05% | 0.0% |
| Q2 2020 | $75,000 | +8.7% | 360 | +1.4% | 0.05% | +4.4% |
| Q4 2019 | $69,000 | – | 355 | – | 0.04% | – |
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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% |