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 | $4,650,647 | -0.9% | 67,972 | +2.1% | 1.20% | +4.1% |
| Q2 2023 | $4,693,403 | +15.7% | 66,592 | +4.8% | 1.15% | +9.7% |
| Q1 2023 | $4,058,126 | +11.0% | 63,517 | +1.6% | 1.05% | +5.1% |
| Q4 2022 | $3,657,295 | -0.6% | 62,518 | -1.7% | 1.00% | -2.3% |
| Q3 2022 | $3,679,000 | +3.7% | 63,595 | +8.1% | 1.02% | +6.9% |
| Q2 2022 | $3,549,000 | -18.4% | 58,814 | +3.3% | 0.95% | -7.0% |
| Q1 2022 | $4,348,000 | -24.1% | 56,936 | -16.8% | 1.02% | -22.0% |
| Q4 2021 | $5,725,000 | +14.0% | 68,425 | +0.6% | 1.31% | +3.5% |
| Q3 2021 | $5,024,000 | +0.8% | 67,986 | -0.8% | 1.27% | -0.2% |
| Q2 2021 | $4,983,000 | +6.4% | 68,517 | -4.8% | 1.27% | -2.5% |
| Q1 2021 | $4,684,000 | -13.8% | 71,945 | -15.5% | 1.30% | -21.0% |
| Q4 2020 | $5,435,000 | +35.2% | 85,155 | +389.5% | 1.65% | +16.9% |
| Q3 2020 | $4,020,000 | +12.8% | 17,396 | +2.3% | 1.41% | +5.6% |
| Q2 2020 | $3,565,000 | +31.7% | 17,003 | -0.8% | 1.34% | +4.0% |
| Q1 2020 | $2,707,000 | -15.7% | 17,135 | +4.7% | 1.28% | +19.8% |
| Q4 2019 | $3,212,000 | +10.8% | 16,364 | +0.5% | 1.07% | +2.0% |
| Q3 2019 | $2,899,000 | -3.6% | 16,287 | -2.0% | 1.05% | -6.4% |
| Q2 2019 | $3,007,000 | +5.0% | 16,623 | +1.0% | 1.12% | -3.2% |
| Q1 2019 | $2,865,000 | +13.6% | 16,452 | -1.7% | 1.16% | +1.0% |
| Q4 2018 | $2,522,000 | – | 16,741 | – | 1.15% | – |
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% |