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 | $1,163,492 | +147.7% | 17,005 | +155.2% | 0.04% | +133.3% |
| Q2 2023 | $469,689 | +44.8% | 6,664 | +31.2% | 0.02% | +28.6% |
| Q1 2023 | $324,433 | +2.5% | 5,078 | -6.2% | 0.01% | 0.0% |
| Q4 2022 | $316,544 | -15.1% | 5,411 | -16.1% | 0.01% | -22.2% |
| Q3 2022 | $373,000 | -20.3% | 6,448 | -16.9% | 0.02% | -18.2% |
| Q2 2022 | $468,000 | -32.7% | 7,762 | -6.5% | 0.02% | -24.1% |
| Q4 2021 | $695,000 | +30.6% | 8,304 | +15.4% | 0.03% | +16.0% |
| Q3 2021 | $532,000 | +5.3% | 7,197 | +4.1% | 0.02% | 0.0% |
| Q2 2021 | $505,000 | -28.8% | 6,914 | -35.6% | 0.02% | -37.5% |
| Q1 2021 | $709,000 | -30.6% | 10,738 | -32.9% | 0.04% | -45.9% |
| Q4 2020 | $1,022,000 | +2.9% | 16,010 | +272.5% | 0.07% | -16.9% |
| Q3 2020 | $993,000 | +17.0% | 4,298 | +5.0% | 0.09% | +4.7% |
| Q2 2020 | $849,000 | +57.8% | 4,093 | +25.6% | 0.08% | +16.4% |
| Q1 2020 | $538,000 | -34.9% | 3,258 | -23.8% | 0.07% | -29.8% |
| Q4 2019 | $827,000 | +17.8% | 4,273 | +9.6% | 0.10% | -5.5% |
| Q3 2019 | $702,000 | +13.8% | 3,899 | +13.3% | 0.11% | +5.8% |
| Q2 2019 | $617,000 | +10.2% | 3,440 | +5.9% | 0.10% | +22.4% |
| Q1 2019 | $560,000 | +41.1% | 3,247 | +23.2% | 0.08% | -2.3% |
| Q4 2018 | $397,000 | -21.2% | 2,635 | -7.3% | 0.09% | -14.7% |
| Q3 2018 | $504,000 | +64.7% | 2,843 | +50.9% | 0.10% | +39.7% |
| Q2 2018 | $306,000 | +1.7% | 1,884 | -3.0% | 0.07% | -2.7% |
| Q1 2018 | $301,000 | -1.3% | 1,942 | -2.7% | 0.08% | -31.2% |
| Q4 2017 | $305,000 | +16.0% | 1,995 | +9.0% | 0.11% | -6.0% |
| Q3 2017 | $263,000 | +17.4% | 1,831 | +12.0% | 0.12% | +0.9% |
| Q2 2017 | $224,000 | – | 1,635 | – | 0.12% | – |
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% |