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 | $5,762,876 | -8.8% | 84,228 | -6.0% | 0.29% | -5.2% |
Q2 2023 | $6,316,617 | +12.1% | 89,623 | +1.7% | 0.30% | -11.6% |
Q1 2023 | $5,633,023 | +13.8% | 88,168 | +4.2% | 0.34% | -1.7% |
Q4 2022 | $4,949,469 | +22.2% | 84,606 | +20.9% | 0.35% | +5.1% |
Q3 2022 | $4,050,000 | -4.7% | 70,006 | -0.6% | 0.33% | -5.6% |
Q2 2022 | $4,251,000 | -20.8% | 70,441 | +0.2% | 0.35% | -7.3% |
Q1 2022 | $5,370,000 | -26.9% | 70,308 | -20.0% | 0.38% | -30.4% |
Q4 2021 | $7,349,000 | +102.2% | 87,833 | +78.6% | 0.55% | +10.2% |
Q3 2021 | $3,635,000 | +6.0% | 49,175 | +4.3% | 0.50% | -18.8% |
Q2 2021 | $3,430,000 | +10.2% | 47,163 | -1.3% | 0.61% | +1.8% |
Q1 2021 | $3,112,000 | +4283.1% | 47,802 | +13877.2% | 0.60% | +1443.6% |
Q2 2020 | $71,000 | +10.9% | 342 | -4.5% | 0.04% | -46.6% |
Q2 2019 | $64,000 | – | 358 | – | 0.07% | – |
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% |