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 | $691,570 | -13.5% | 10,108 | -10.9% | 0.17% | -13.1% |
| Q2 2023 | $799,866 | -13.5% | 11,349 | -21.6% | 0.20% | -26.8% |
| Q1 2023 | $924,820 | +11.5% | 14,475 | +2.1% | 0.27% | +0.4% |
| Q4 2022 | $829,479 | +13.9% | 14,179 | +17.6% | 0.27% | -6.2% |
| Q3 2022 | $728,000 | 0.0% | 12,058 | 0.0% | 0.29% | 0.0% |
| Q2 2022 | $728,000 | +10.3% | 12,058 | +52.8% | 0.29% | +21.9% |
| Q1 2022 | $660,000 | 0.0% | 7,889 | 0.0% | 0.24% | 0.0% |
| Q4 2021 | $660,000 | +12.8% | 7,889 | -0.3% | 0.24% | -3.7% |
| Q3 2021 | $585,000 | +1.6% | 7,916 | 0.0% | 0.25% | -5.0% |
| Q2 2021 | $576,000 | +3.0% | 7,916 | -7.8% | 0.26% | -8.5% |
| Q1 2021 | $559,000 | +2.0% | 8,584 | 0.0% | 0.28% | -2.7% |
| Q4 2020 | $548,000 | +10.5% | 8,584 | +300.0% | 0.29% | -7.3% |
| Q3 2020 | $496,000 | +7.4% | 2,146 | -3.6% | 0.31% | -1.3% |
| Q2 2020 | $462,000 | +32.0% | 2,226 | +5.0% | 0.32% | -2.5% |
| Q1 2020 | $350,000 | -15.0% | 2,121 | -0.4% | 0.33% | +2.8% |
| Q4 2019 | $412,000 | +2.5% | 2,130 | -4.7% | 0.32% | -11.2% |
| Q3 2019 | $402,000 | -0.2% | 2,234 | -0.5% | 0.36% | -4.0% |
| Q2 2019 | $403,000 | +5.5% | 2,246 | +1.3% | 0.37% | -1.6% |
| Q1 2019 | $382,000 | +11.7% | 2,218 | +15.0% | 0.38% | +38.0% |
| Q4 2018 | $342,000 | – | 1,928 | – | 0.27% | – |
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% |