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 | $19,158,000 | +16.9% | 228,968 | +3.3% | 7.90% | +8.1% |
| Q3 2021 | $16,385,000 | +2.3% | 221,684 | +0.7% | 7.31% | +2.8% |
| Q2 2021 | $16,009,000 | +27.3% | 220,118 | +14.0% | 7.11% | +21.9% |
| Q1 2021 | $12,573,000 | +1.5% | 193,102 | -0.5% | 5.84% | -8.4% |
| Q4 2020 | $12,385,000 | +3.7% | 194,065 | +275.5% | 6.37% | -5.7% |
| Q3 2020 | $11,943,000 | +12.5% | 51,681 | +1.0% | 6.75% | +5.9% |
| Q2 2020 | $10,612,000 | +15.3% | 51,146 | -8.3% | 6.38% | -1.8% |
| Q1 2020 | $9,207,000 | -16.1% | 55,783 | -1.5% | 6.50% | -8.8% |
| Q4 2019 | $10,969,000 | +13.0% | 56,646 | +5.1% | 7.12% | +2.3% |
| Q3 2019 | $9,703,000 | -2.8% | 53,896 | -3.2% | 6.97% | -7.2% |
| Q2 2019 | $9,979,000 | +3.0% | 55,675 | -0.9% | 7.51% | -0.4% |
| Q1 2019 | $9,686,000 | -8.5% | 56,198 | -20.0% | 7.53% | -18.9% |
| Q4 2018 | $10,584,000 | – | 70,244 | – | 9.29% | – |
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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% |