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 | $488,177 | -2.9% | 7,135 | 0.0% | 0.28% | -4.8% |
| Q2 2023 | $502,875 | +10.3% | 7,135 | 0.0% | 0.29% | -0.3% |
| Q1 2023 | $455,855 | +9.2% | 7,135 | 0.0% | 0.29% | +6.6% |
| Q4 2022 | $417,398 | +1.1% | 7,135 | 0.0% | 0.27% | -11.3% |
| Q3 2022 | $413,000 | -4.2% | 7,135 | 0.0% | 0.31% | -1.0% |
| Q2 2022 | $431,000 | -21.1% | 7,135 | 0.0% | 0.31% | -8.8% |
| Q1 2022 | $546,000 | -8.5% | 7,135 | -0.0% | 0.34% | -5.5% |
| Q4 2021 | $597,000 | -21.0% | 7,137 | -29.8% | 0.36% | -27.2% |
| Q3 2021 | $756,000 | +2.3% | 10,164 | 0.0% | 0.50% | +2.1% |
| Q2 2021 | $739,000 | – | 10,164 | – | 0.49% | – |
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% |