ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $293,864 | -3.5% | 4,295 | -0.6% | 0.15% | +4.1% |
| Q2 2023 | $304,615 | +10.3% | 4,322 | 0.0% | 0.14% | +4.3% |
| Q1 2023 | $276,133 | +22.7% | 4,322 | +12.3% | 0.14% | +21.9% |
| Q4 2022 | $225,108 | -16.9% | 3,848 | -17.7% | 0.11% | -24.0% |
| Q3 2022 | $271,000 | -3.9% | 4,676 | 0.0% | 0.15% | +4.2% |
| Q2 2022 | $282,000 | -21.0% | 4,676 | 0.0% | 0.14% | -8.9% |
| Q1 2022 | $357,000 | -8.7% | 4,676 | 0.0% | 0.16% | -10.2% |
| Q4 2021 | $391,000 | +13.0% | 4,676 | 0.0% | 0.18% | +5.4% |
| Q3 2021 | $346,000 | +1.8% | 4,676 | 0.0% | 0.17% | +1.2% |
| Q2 2021 | $340,000 | +11.8% | 4,676 | 0.0% | 0.16% | +6.5% |
| Q1 2021 | $304,000 | +2.0% | 4,676 | 0.0% | 0.16% | -7.7% |
| Q4 2020 | $298,000 | -5.7% | 4,676 | +241.8% | 0.17% | -15.2% |
| Q3 2020 | $316,000 | +11.3% | 1,368 | 0.0% | 0.20% | +9.4% |
| Q2 2020 | $284,000 | +21.4% | 1,368 | -3.5% | 0.18% | +4.6% |
| Q1 2020 | $234,000 | +444.2% | 1,418 | +535.9% | 0.17% | +540.7% |
| Q4 2019 | $43,000 | +7.5% | 223 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $40,000 | +17.6% | 223 | +18.6% | 0.03% | +22.7% |
| Q2 2019 | $34,000 | +6.2% | 188 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $32,000 | +14.3% | 188 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $28,000 | -15.2% | 188 | 0.0% | 0.02% | -8.3% |
| Q3 2018 | $33,000 | +6.5% | 188 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $31,000 | – | 188 | – | 0.02% | – |
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% |