ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $397,657 | -6.2% | 5,812 | -3.3% | 0.18% | -3.7% |
| Q2 2023 | $423,726 | +3.4% | 6,012 | -6.2% | 0.19% | -0.5% |
| Q1 2023 | $409,663 | +9.2% | 6,412 | 0.0% | 0.19% | -1.6% |
| Q4 2022 | $375,102 | -57.4% | 6,412 | -57.8% | 0.19% | -62.2% |
| Q3 2022 | $880,000 | +77.4% | 15,209 | +84.9% | 0.50% | +82.3% |
| Q2 2022 | $496,000 | -31.9% | 8,226 | -13.7% | 0.28% | -21.5% |
| Q1 2022 | $728,000 | -3.7% | 9,530 | +5.4% | 0.35% | -3.0% |
| Q4 2021 | $756,000 | +31.5% | 9,038 | +16.1% | 0.36% | +16.7% |
| Q3 2021 | $575,000 | +1.6% | 7,784 | 0.0% | 0.31% | -2.2% |
| Q2 2021 | $566,000 | +4.4% | 7,784 | -6.5% | 0.32% | -4.2% |
| Q1 2021 | $542,000 | -20.5% | 8,321 | -22.1% | 0.33% | -21.6% |
| Q4 2020 | $682,000 | +11.3% | 10,688 | +303.0% | 0.42% | +20.4% |
| Q3 2020 | $613,000 | +12.9% | 2,652 | +1.3% | 0.35% | +11.7% |
| Q2 2020 | $543,000 | +59.2% | 2,618 | +26.8% | 0.32% | +41.7% |
| Q1 2020 | $341,000 | -3.7% | 2,064 | +5.1% | 0.22% | +18.0% |
| Q4 2019 | $354,000 | -1.9% | 1,964 | 0.0% | 0.19% | -1.0% |
| Q3 2019 | $361,000 | +2.6% | 1,964 | 0.0% | 0.19% | -0.5% |
| Q2 2019 | $352,000 | +1.1% | 1,964 | 0.0% | 0.19% | +95.9% |
| Q1 2019 | $348,000 | – | 1,964 | – | 0.10% | – |
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% |