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 | $1,236,760 | -3.8% | 18,076 | -0.9% | 0.82% | -0.1% |
| Q2 2023 | $1,285,414 | +4.3% | 18,238 | -5.4% | 0.82% | +0.6% |
| Q1 2023 | $1,232,310 | +11.4% | 19,288 | +2.0% | 0.82% | +8.2% |
| Q4 2022 | $1,106,469 | +24.5% | 18,914 | +23.1% | 0.76% | +15.8% |
| Q3 2022 | $889,000 | +3.1% | 15,360 | +7.6% | 0.65% | +7.0% |
| Q2 2022 | $862,000 | -20.5% | 14,281 | +0.6% | 0.61% | -13.5% |
| Q1 2022 | $1,084,000 | +17.2% | 14,193 | +22.7% | 0.70% | +17.7% |
| Q4 2021 | $925,000 | +9.1% | 11,570 | +0.8% | 0.60% | 0.0% |
| Q3 2021 | $848,000 | -1.6% | 11,477 | -3.1% | 0.60% | -0.8% |
| Q2 2021 | $862,000 | +18.9% | 11,849 | +6.4% | 0.60% | +8.8% |
| Q1 2021 | $725,000 | +1.3% | 11,137 | -0.7% | 0.56% | -3.1% |
| Q4 2020 | $716,000 | +9.0% | 11,221 | +294.8% | 0.57% | -0.3% |
| Q3 2020 | $657,000 | -0.6% | 2,842 | -10.8% | 0.58% | -6.0% |
| Q2 2020 | $661,000 | +24.7% | 3,187 | -0.7% | 0.61% | +8.1% |
| Q1 2020 | $530,000 | -30.7% | 3,209 | -18.8% | 0.57% | -20.5% |
| Q4 2019 | $765,000 | – | 3,954 | – | 0.71% | – |
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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% |