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 | $2,418,168 | -2.7% | 35,343 | +0.2% | 0.27% | +2.3% |
| Q2 2023 | $2,485,689 | +10.3% | 35,268 | 0.0% | 0.26% | +0.4% |
| Q1 2023 | $2,253,273 | +9.2% | 35,268 | 0.0% | 0.26% | +3.9% |
| Q4 2022 | $2,063,178 | +1.2% | 35,268 | +0.1% | 0.25% | -26.2% |
| Q3 2022 | $2,038,000 | -3.6% | 35,226 | +0.6% | 0.34% | -1.7% |
| Q2 2022 | $2,114,000 | -18.3% | 35,021 | +3.4% | 0.35% | -12.3% |
| Q1 2022 | $2,588,000 | +71.7% | 33,884 | +88.1% | 0.40% | +74.2% |
| Q4 2021 | $1,507,000 | +939.3% | 18,012 | +817.1% | 0.23% | +502.6% |
| Q3 2021 | $145,000 | -46.9% | 1,964 | -47.8% | 0.04% | -37.7% |
| Q2 2021 | $273,000 | -26.8% | 3,760 | -34.3% | 0.06% | -27.4% |
| Q1 2021 | $373,000 | -39.4% | 5,724 | -40.7% | 0.08% | -44.4% |
| Q4 2020 | $616,000 | -18.1% | 9,652 | +196.4% | 0.15% | -27.1% |
| Q3 2020 | $752,000 | +11.2% | 3,256 | 0.0% | 0.21% | +3.0% |
| Q2 2020 | $676,000 | +50.9% | 3,256 | +20.0% | 0.20% | +18.9% |
| Q1 2020 | $448,000 | -14.8% | 2,714 | 0.0% | 0.17% | -7.7% |
| Q4 2019 | $526,000 | +7.6% | 2,714 | 0.0% | 0.18% | -1.1% |
| Q3 2019 | $489,000 | +0.6% | 2,714 | 0.0% | 0.18% | -1.1% |
| Q2 2019 | $486,000 | +4.1% | 2,714 | 0.0% | 0.19% | +0.5% |
| Q1 2019 | $467,000 | +14.5% | 2,714 | 0.0% | 0.19% | -7.5% |
| Q4 2018 | $408,000 | – | 2,714 | – | 0.20% | – |
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% |