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 | $619,920 | +8.1% | 8,883 | +7.7% | 0.36% | +11.3% |
| Q2 2023 | $573,568 | +6.0% | 8,246 | -2.7% | 0.32% | +3.9% |
| Q1 2023 | $541,218 | +11.5% | 8,471 | +2.1% | 0.31% | +8.5% |
| Q4 2022 | $485,499 | +23.2% | 8,295 | +21.5% | 0.28% | +15.5% |
| Q3 2022 | $394,000 | -5.7% | 6,825 | +0.4% | 0.24% | +0.4% |
| Q2 2022 | $418,000 | -14.0% | 6,800 | +0.5% | 0.24% | -5.1% |
| Q1 2022 | $486,000 | +0.8% | 6,767 | +2.0% | 0.26% | -5.9% |
| Q4 2021 | $482,000 | -18.6% | 6,632 | -11.4% | 0.27% | -15.7% |
| Q3 2021 | $592,000 | +8.8% | 7,489 | +0.1% | 0.32% | +2.2% |
| Q2 2021 | $544,000 | +5.8% | 7,478 | +0.1% | 0.32% | +0.6% |
| Q1 2021 | $514,000 | +115.1% | 7,469 | +104.1% | 0.32% | +108.6% |
| Q4 2020 | $239,000 | +7.2% | 3,660 | +300.9% | 0.15% | -3.2% |
| Q3 2020 | $223,000 | -7.1% | 913 | -21.0% | 0.16% | -25.0% |
| Q4 2019 | $240,000 | – | 1,156 | – | 0.21% | – |
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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% |