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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $408,000 | +1175.0% | 5,271 | +2828.3% | 0.10% | +193.9% |
| Q2 2019 | $32,000 | -45.8% | 180 | -47.7% | 0.03% | -45.9% |
| Q1 2019 | $59,000 | -60.7% | 344 | -65.5% | 0.06% | -61.6% |
| Q4 2018 | $150,000 | -13.3% | 996 | +1.7% | 0.16% | -4.8% |
| Q3 2018 | $173,000 | +41.8% | 979 | +30.0% | 0.17% | +36.9% |
| Q2 2018 | $122,000 | +69.4% | 753 | +62.3% | 0.12% | +96.8% |
| Q1 2018 | $72,000 | +22.0% | 464 | +19.9% | 0.06% | +24.0% |
| Q4 2017 | $59,000 | – | 387 | – | 0.05% | – |
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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% |