ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,103 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $716,391 | +1.2% | 12,246 | 0.0% | 0.59% | -1.2% |
| Q3 2022 | $708,000 | -4.5% | 12,246 | -0.8% | 0.60% | +0.3% |
| Q2 2022 | $741,000 | -22.4% | 12,346 | -1.3% | 0.60% | +4.4% |
| Q1 2022 | $955,000 | -8.7% | 12,506 | 0.0% | 0.57% | +2.0% |
| Q4 2021 | $1,046,000 | +13.2% | 12,506 | 0.0% | 0.56% | +1.5% |
| Q3 2021 | $924,000 | -2.5% | 12,506 | -4.0% | 0.55% | -2.3% |
| Q2 2021 | $948,000 | +11.3% | 13,031 | 0.0% | 0.56% | +2.7% |
| Q1 2021 | $852,000 | +0.7% | 13,031 | -1.8% | 0.55% | -8.7% |
| Q4 2020 | $846,000 | +34.9% | 13,276 | +250.3% | 0.60% | -18.6% |
| Q1 2020 | $627,000 | -63.3% | 3,790 | -57.1% | 0.74% | -53.9% |
| Q4 2019 | $1,709,000 | – | 8,825 | – | 1.60% | – |
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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% |