ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,085 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,034,786 | +0.5% | 15,124 | +3.5% | 0.20% | +3.6% |
| Q2 2023 | $1,029,715 | +11.1% | 14,610 | +0.7% | 0.19% | +3.7% |
| Q1 2023 | $926,533 | +7.9% | 14,502 | -1.2% | 0.19% | +0.5% |
| Q4 2022 | $858,371 | -5.0% | 14,673 | -6.1% | 0.19% | -19.5% |
| Q3 2022 | $904,000 | -10.9% | 15,622 | -7.1% | 0.23% | -11.2% |
| Q2 2022 | $1,015,000 | -23.1% | 16,822 | -2.6% | 0.26% | -15.0% |
| Q1 2022 | $1,320,000 | -2.4% | 17,279 | +6.8% | 0.31% | -1.3% |
| Q4 2021 | $1,353,000 | +39.8% | 16,172 | +23.5% | 0.31% | +20.2% |
| Q3 2021 | $968,000 | +2.3% | 13,095 | +0.7% | 0.26% | +1.2% |
| Q2 2021 | $946,000 | +14.8% | 13,008 | +2.8% | 0.26% | +3.2% |
| Q1 2021 | $824,000 | +3.9% | 12,658 | +1.8% | 0.25% | -4.3% |
| Q4 2020 | $793,000 | +19.1% | 12,430 | +4.8% | 0.26% | +2.4% |
| Q3 2020 | $666,000 | +8.3% | 11,856 | +300.0% | 0.25% | +1.2% |
| Q2 2020 | $615,000 | +12.0% | 2,964 | 0.0% | 0.25% | +3.3% |
| Q1 2020 | $549,000 | -4.4% | 2,964 | 0.0% | 0.24% | +14.8% |
| Q4 2019 | $574,000 | – | 2,964 | – | 0.21% | – |
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% |