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 | $5,976,000 | -4.8% | 87,347 | -1.9% | 2.62% | -1.2% |
| Q2 2023 | $6,276,000 | -24.1% | 89,045 | -31.2% | 2.65% | -22.0% |
| Q1 2023 | $8,273,000 | +1.4% | 129,482 | -7.1% | 3.39% | -0.7% |
| Q4 2022 | $8,157,272 | +0.4% | 139,441 | -0.7% | 3.42% | +9.8% |
| Q3 2022 | $8,127,000 | -2.2% | 140,491 | +2.0% | 3.11% | -20.5% |
| Q2 2022 | $8,312,000 | -14.0% | 137,730 | +8.8% | 3.92% | -5.0% |
| Q1 2022 | $9,668,000 | -11.6% | 126,582 | -3.1% | 4.12% | -7.9% |
| Q4 2021 | $10,931,000 | +11.1% | 130,639 | -1.8% | 4.47% | +3.7% |
| Q3 2021 | $9,836,000 | +0.2% | 133,084 | -1.4% | 4.31% | -1.1% |
| Q2 2021 | $9,816,000 | +19.7% | 134,967 | +7.2% | 4.36% | +17.2% |
| Q1 2021 | $8,201,000 | -2.0% | 125,956 | -3.9% | 3.72% | -1.1% |
| Q4 2020 | $8,368,000 | +6.9% | 131,125 | +287.2% | 3.76% | -2.2% |
| Q3 2020 | $7,825,000 | +4.3% | 33,863 | -6.4% | 3.84% | -2.2% |
| Q2 2020 | $7,504,000 | +5.5% | 36,165 | -16.1% | 3.93% | -15.2% |
| Q1 2020 | $7,116,000 | -26.6% | 43,116 | -13.9% | 4.63% | -7.3% |
| Q4 2019 | $9,701,000 | – | 50,099 | – | 5.00% | – |
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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% |