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 | $480,103 | -2.9% | 7,017 | 0.0% | 0.19% | +2.1% |
| Q2 2023 | $494,558 | +10.3% | 7,017 | 0.0% | 0.19% | +5.6% |
| Q1 2023 | $448,316 | +11.5% | 7,017 | +13.7% | 0.18% | +2.9% |
| Q4 2022 | $402,000 | +16.2% | 6,172 | +3.1% | 0.17% | +4.2% |
| Q3 2022 | $346,000 | -4.2% | 5,987 | 0.0% | 0.17% | +0.6% |
| Q2 2022 | $361,000 | -21.0% | 5,987 | 0.0% | 0.16% | -4.6% |
| Q1 2022 | $457,000 | -8.8% | 5,987 | 0.0% | 0.17% | -2.3% |
| Q4 2021 | $501,000 | +15.2% | 5,987 | 0.0% | 0.18% | +2.3% |
| Q2 2021 | $435,000 | +8.2% | 5,987 | -3.0% | 0.17% | 0.0% |
| Q1 2021 | $402,000 | +2.0% | 6,172 | 0.0% | 0.17% | -24.5% |
| Q4 2020 | $394,000 | +10.4% | 6,172 | +300.0% | 0.23% | -3.8% |
| Q3 2020 | $357,000 | +8.2% | 1,543 | -3.0% | 0.24% | 0.0% |
| Q2 2020 | $330,000 | -10.6% | 1,590 | -16.6% | 0.24% | -12.8% |
| Q1 2020 | $369,000 | 0.0% | 1,907 | 0.0% | 0.27% | +1.5% |
| Q4 2019 | $369,000 | – | 1,907 | – | 0.27% | – |
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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% |