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 | $444,887 | -2.9% | 6,502 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $458,281 | +10.3% | 6,502 | 0.0% | 0.09% | 0.0% |
| Q1 2023 | $415,424 | +10.2% | 6,502 | +0.9% | 0.09% | +3.5% |
| Q4 2022 | $377,091 | +1.1% | 6,446 | 0.0% | 0.09% | +1.2% |
| Q3 2022 | $373,000 | +16.6% | 6,446 | +21.6% | 0.08% | +19.7% |
| Q2 2022 | $320,000 | -21.4% | 5,301 | -0.5% | 0.07% | -4.1% |
| Q1 2022 | $407,000 | -13.4% | 5,326 | -5.3% | 0.07% | -10.8% |
| Q4 2021 | $470,000 | +2.2% | 5,622 | -9.6% | 0.08% | -5.7% |
| Q3 2021 | $460,000 | +1.5% | 6,222 | 0.0% | 0.09% | -5.4% |
| Q2 2021 | $453,000 | +15.0% | 6,222 | +2.8% | 0.09% | +1.1% |
| Q1 2021 | $394,000 | -1.7% | 6,052 | 0.0% | 0.09% | -4.2% |
| Q4 2020 | $401,000 | +52.5% | 6,052 | +431.8% | 0.10% | +31.5% |
| Q3 2020 | $263,000 | +11.4% | 1,138 | 0.0% | 0.07% | -2.7% |
| Q2 2020 | $236,000 | – | 1,138 | – | 0.08% | – |
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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% |