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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,057,636 | -6.3% | 58,560 | -4.7% | 0.55% | -5.8% |
| Q2 2023 | $4,328,751 | +10.0% | 61,418 | -0.3% | 0.58% | -3.9% |
| Q1 2023 | $3,934,334 | -2.4% | 61,580 | -10.7% | 0.61% | -1.8% |
| Q4 2022 | $4,032,109 | +0.6% | 68,925 | -0.5% | 0.62% | -7.2% |
| Q3 2022 | $4,007,000 | -21.6% | 69,272 | -18.2% | 0.67% | -14.4% |
| Q2 2022 | $5,113,000 | -21.4% | 84,726 | -0.5% | 0.78% | -14.0% |
| Q1 2022 | $6,503,000 | +41.4% | 85,143 | +54.9% | 0.91% | +38.7% |
| Q4 2021 | $4,599,000 | +20.0% | 54,961 | +6.0% | 0.65% | +8.1% |
| Q3 2021 | $3,832,000 | +27.7% | 51,853 | +25.7% | 0.60% | +25.8% |
| Q2 2021 | $3,000,000 | +11.5% | 41,248 | -0.2% | 0.48% | +4.3% |
| Q1 2021 | $2,691,000 | +1.8% | 41,332 | -0.2% | 0.46% | -6.5% |
| Q4 2020 | $2,643,000 | +30.1% | 41,412 | +371.0% | 0.49% | +9.6% |
| Q3 2020 | $2,032,000 | +7.4% | 8,792 | -3.6% | 0.45% | +1.6% |
| Q2 2020 | $1,892,000 | +38.7% | 9,117 | +10.3% | 0.44% | +20.4% |
| Q1 2020 | $1,364,000 | -13.1% | 8,265 | +1.9% | 0.37% | +11.5% |
| Q4 2019 | $1,570,000 | +5.7% | 8,110 | 0.0% | 0.33% | +0.6% |
| Q3 2019 | $1,485,000 | +12.8% | 8,110 | +10.4% | 0.33% | +6.5% |
| Q2 2019 | $1,317,000 | +10.6% | 7,346 | +6.3% | 0.31% | +4.4% |
| Q1 2019 | $1,191,000 | +22.3% | 6,911 | +6.9% | 0.30% | +3.1% |
| Q4 2018 | $974,000 | – | 6,466 | – | 0.29% | – |
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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% |