ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,375 | -2.6% | 4,347 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $306,361 | +10.3% | 4,347 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $277,716 | +9.2% | 4,347 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $254,287 | +1.3% | 4,347 | 0.0% | 0.01% | -10.0% |
| Q3 2022 | $251,000 | -4.2% | 4,347 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $262,000 | -21.1% | 4,347 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $332,000 | -8.8% | 4,347 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $364,000 | +13.4% | 4,347 | +0.0% | 0.01% | -8.3% |
| Q3 2021 | $321,000 | +1.6% | 4,346 | -0.0% | 0.01% | 0.0% |
| Q2 2021 | $316,000 | +49.1% | 4,347 | +33.5% | 0.01% | +20.0% |
| Q1 2021 | $212,000 | +1.9% | 3,255 | +0.0% | 0.01% | -28.6% |
| Q4 2020 | $208,000 | +10.6% | 3,254 | +300.2% | 0.01% | -6.7% |
| Q3 2020 | $188,000 | +11.2% | 813 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $169,000 | -99.9% | 813 | -0.1% | 0.02% | -15.8% |
| Q1 2020 | $134,300,000 | +14.1% | 814 | +24.7% | 0.02% | +35.7% |
| Q3 2019 | $117,684,000 | – | 653 | – | 0.01% | – |
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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% |