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 | $232,880 | -1.5% | 3,404 | +1.5% | 0.14% | +1.5% |
| Q2 2023 | $236,368 | +10.6% | 3,354 | +0.2% | 0.14% | +5.4% |
| Q1 2023 | $213,804 | +6.9% | 3,346 | +0.8% | 0.13% | -2.3% |
| Q2 2022 | $200,000 | -20.9% | 3,320 | +0.2% | 0.13% | -11.3% |
| Q1 2022 | $253,000 | -8.7% | 3,314 | +0.2% | 0.15% | -2.0% |
| Q4 2021 | $277,000 | +13.5% | 3,309 | +0.1% | 0.15% | +3.4% |
| Q3 2021 | $244,000 | +1.7% | 3,305 | +0.2% | 0.15% | +2.8% |
| Q2 2021 | $240,000 | +11.6% | 3,300 | +0.1% | 0.14% | +4.3% |
| Q1 2021 | $215,000 | +2.4% | 3,296 | +0.2% | 0.14% | -3.5% |
| Q4 2020 | $210,000 | – | 3,291 | – | 0.14% | – |
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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% |