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 | $7,326,915 | -12.4% | 107,084 | -9.8% | 0.30% | -13.4% |
| Q2 2023 | $8,364,515 | +8.7% | 118,685 | -1.5% | 0.35% | -2.2% |
| Q1 2023 | $7,696,125 | +10.9% | 120,462 | +1.6% | 0.36% | +1.1% |
| Q4 2022 | $6,939,350 | -0.2% | 118,615 | -1.3% | 0.36% | -8.7% |
| Q3 2022 | $6,953,000 | -2.6% | 120,185 | +1.6% | 0.39% | -0.8% |
| Q2 2022 | $7,140,000 | +83.5% | 118,307 | +132.4% | 0.39% | +72.7% |
| Q1 2022 | $3,890,000 | +19.8% | 50,914 | +31.1% | 0.23% | +12.9% |
| Q4 2021 | $3,246,000 | +27.3% | 38,832 | +12.5% | 0.20% | +14.2% |
| Q3 2021 | $2,550,000 | +3.1% | 34,505 | +1.3% | 0.18% | -3.8% |
| Q2 2021 | $2,474,000 | +72.4% | 34,046 | +54.4% | 0.18% | +32.6% |
| Q1 2021 | $1,435,000 | -32.0% | 22,044 | -33.3% | 0.14% | -36.7% |
| Q4 2020 | $2,109,000 | +4.8% | 33,043 | +279.4% | 0.22% | -11.7% |
| Q3 2020 | $2,013,000 | -4.6% | 8,709 | -14.3% | 0.25% | -28.4% |
| Q2 2020 | $2,109,000 | +24.7% | 10,165 | -0.8% | 0.34% | -23.0% |
| Q1 2020 | $1,691,000 | -12.5% | 10,243 | +2.6% | 0.45% | +4.2% |
| Q4 2019 | $1,933,000 | +10.8% | 9,981 | +3.0% | 0.43% | +2.1% |
| Q3 2019 | $1,744,000 | +0.1% | 9,687 | -0.3% | 0.42% | -3.9% |
| Q2 2019 | $1,742,000 | +1.6% | 9,715 | -2.3% | 0.44% | -19.6% |
| Q1 2019 | $1,714,000 | – | 9,947 | – | 0.54% | – |
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% |