ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350,882 | -1.6% | 5,128 | +1.4% | 0.36% | +10.9% |
| Q2 2023 | $356,515 | +62.9% | 5,058 | +47.6% | 0.32% | +61.6% |
| Q1 2023 | $218,895 | -13.8% | 3,426 | -22.0% | 0.20% | -28.3% |
| Q3 2022 | $254,000 | +2.0% | 4,391 | +6.4% | 0.28% | +29.6% |
| Q2 2022 | $249,000 | -5.0% | 4,128 | +20.3% | 0.21% | +14.5% |
| Q1 2022 | $262,000 | +21.9% | 3,430 | +33.5% | 0.19% | +24.0% |
| Q4 2021 | $215,000 | -95.0% | 2,569 | -95.6% | 0.15% | -95.1% |
| Q2 2021 | $4,280,000 | – | 58,842 | – | 3.07% | – |
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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% |