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 | $332,602 | -5.4% | 4,861 | -2.5% | 0.09% | -4.4% |
| Q2 2023 | $351,426 | +12.0% | 4,986 | +1.5% | 0.09% | +5.9% |
| Q1 2023 | $313,764 | +7.1% | 4,911 | -2.0% | 0.08% | +10.4% |
| Q4 2022 | $293,012 | +1.1% | 5,009 | +0.0% | 0.08% | -7.2% |
| Q3 2022 | $289,746 | -4.1% | 5,008 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $302,255 | -28.5% | 5,008 | -9.5% | 0.08% | -19.2% |
| Q1 2022 | $422,627 | -20.2% | 5,533 | -12.6% | 0.10% | -23.5% |
| Q4 2021 | $529,890 | +20.8% | 6,333 | +6.7% | 0.14% | +8.8% |
| Q3 2021 | $438,508 | +1.6% | 5,933 | -0.0% | 0.12% | 0.0% |
| Q2 2021 | $431,580 | +7.6% | 5,934 | -3.6% | 0.12% | -3.8% |
| Q1 2021 | $400,947 | +1.9% | 6,158 | -0.1% | 0.13% | -6.5% |
| Q4 2020 | $393,514 | +11.2% | 6,166 | +302.7% | 0.14% | -2.8% |
| Q3 2020 | $353,783 | +11.3% | 1,531 | 0.0% | 0.14% | -2.7% |
| Q2 2020 | $318,000 | +28.7% | 1,531 | +2.3% | 0.15% | +12.2% |
| Q1 2020 | $247,000 | -14.2% | 1,497 | +0.5% | 0.13% | +4.8% |
| Q4 2019 | $288,000 | +5.5% | 1,489 | -1.7% | 0.12% | -2.3% |
| Q3 2019 | $273,000 | +0.4% | 1,515 | 0.0% | 0.13% | +9.4% |
| Q2 2019 | $272,000 | +5.4% | 1,515 | +1.2% | 0.12% | -14.0% |
| Q1 2019 | $258,000 | -48.3% | 1,497 | -54.8% | 0.14% | -55.8% |
| Q4 2018 | $499,000 | – | 3,315 | – | 0.31% | – |
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% |