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 | $363,926 | -2.9% | 5,319 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $374,883 | +10.3% | 5,319 | 0.0% | 0.04% | +5.6% |
| Q1 2023 | $339,831 | +9.2% | 5,319 | 0.0% | 0.04% | +2.9% |
| Q4 2022 | $311,162 | -3.1% | 5,319 | -4.1% | 0.04% | +16.7% |
| Q3 2022 | $321,000 | 0.0% | 5,544 | +4.2% | 0.03% | -23.1% |
| Q2 2022 | $321,000 | -20.9% | 5,319 | 0.0% | 0.04% | -9.3% |
| Q1 2022 | $406,000 | -8.8% | 5,319 | 0.0% | 0.04% | -8.5% |
| Q4 2021 | $445,000 | +13.2% | 5,319 | 0.0% | 0.05% | +4.4% |
| Q3 2021 | $393,000 | +1.6% | 5,319 | 0.0% | 0.04% | +2.3% |
| Q2 2021 | $387,000 | +11.8% | 5,319 | 0.0% | 0.04% | +10.0% |
| Q1 2021 | $346,000 | -7.0% | 5,319 | -8.8% | 0.04% | -18.4% |
| Q4 2020 | $372,000 | +10.4% | 5,832 | +300.0% | 0.05% | -47.9% |
| Q3 2020 | $337,000 | +67.7% | 1,458 | +50.8% | 0.09% | +59.3% |
| Q2 2020 | $201,000 | – | 967 | – | 0.06% | – |
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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% |