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 | $5,301,946 | -2.6% | 77,491 | +0.3% | 2.24% | +0.8% |
| Q2 2023 | $5,444,777 | +9.9% | 77,253 | -0.4% | 2.22% | +6.8% |
| Q1 2023 | $4,955,838 | +7.8% | 77,568 | -1.3% | 2.08% | +34.8% |
| Q4 2022 | $4,595,306 | +0.3% | 78,552 | -0.8% | 1.55% | -27.5% |
| Q3 2022 | $4,581,000 | -16.7% | 79,188 | +0.2% | 2.13% | +4.9% |
| Q2 2022 | $5,502,000 | -11.5% | 79,016 | -3.0% | 2.03% | +2.4% |
| Q1 2022 | $6,220,000 | -9.5% | 81,438 | -0.8% | 1.98% | +35.0% |
| Q4 2021 | $6,871,000 | +2.7% | 82,116 | -0.1% | 1.47% | -8.1% |
| Q3 2021 | $6,692,000 | +10.2% | 82,161 | -1.6% | 1.60% | -14.1% |
| Q2 2021 | $6,074,000 | +11.7% | 83,513 | 0.0% | 1.86% | +1.0% |
| Q1 2021 | $5,438,000 | -5.6% | 83,513 | -7.2% | 1.84% | -7.3% |
| Q4 2020 | $5,758,000 | +8.9% | 89,969 | +293.2% | 1.99% | -27.4% |
| Q3 2020 | $5,287,000 | +13.0% | 22,881 | +1.5% | 2.74% | -16.0% |
| Q2 2020 | $4,680,000 | -23.5% | 22,553 | -39.1% | 3.26% | -35.0% |
| Q1 2020 | $6,117,000 | -32.3% | 37,061 | -20.5% | 5.01% | -3.5% |
| Q4 2019 | $9,029,000 | -1.4% | 46,627 | -8.3% | 5.19% | -13.0% |
| Q3 2019 | $9,157,000 | +2.7% | 50,866 | -1.7% | 5.97% | -1.8% |
| Q2 2019 | $8,920,000 | 0.0% | 51,752 | 0.0% | 6.07% | 0.0% |
| Q1 2019 | $8,920,000 | +15.9% | 51,752 | +1.3% | 6.07% | -2.3% |
| Q4 2018 | $7,697,000 | – | 51,087 | – | 6.22% | – |
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% |