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 | $1,781,178 | -47.0% | 26,033 | -45.4% | 0.22% | -37.5% |
| Q2 2023 | $3,360,064 | -7.1% | 47,674 | -15.8% | 0.36% | -14.1% |
| Q1 2023 | $3,617,260 | +7.8% | 56,617 | -1.3% | 0.42% | +2.4% |
| Q4 2022 | $3,357,023 | -5.2% | 57,385 | -6.2% | 0.41% | -10.3% |
| Q3 2022 | $3,540,000 | -5.0% | 61,187 | -1.0% | 0.46% | +5.3% |
| Q2 2022 | $3,728,000 | -89.0% | 61,780 | -86.1% | 0.43% | -86.0% |
| Q1 2022 | $33,908,000 | +0.3% | 443,935 | +9.9% | 3.09% | +5.6% |
| Q4 2021 | $33,812,000 | +17.4% | 404,113 | +3.7% | 2.93% | -0.7% |
| Q3 2021 | $28,807,000 | +232.3% | 389,759 | +227.0% | 2.95% | +171.8% |
| Q2 2021 | $8,668,000 | -58.0% | 119,176 | -62.4% | 1.08% | -63.2% |
| Q1 2021 | $20,646,000 | -34.0% | 317,088 | -35.3% | 2.95% | -36.0% |
| Q4 2020 | $31,287,000 | +14.9% | 490,239 | +315.9% | 4.60% | +3.6% |
| Q3 2020 | $27,240,000 | +20.5% | 117,883 | +8.2% | 4.44% | -12.1% |
| Q2 2020 | $22,597,000 | +44.4% | 108,907 | +14.8% | 5.06% | +13.2% |
| Q1 2020 | $15,651,000 | -10.8% | 94,828 | +4.6% | 4.46% | +15.2% |
| Q4 2019 | $17,555,000 | – | 90,659 | – | 3.88% | – |
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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% |