ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,732 | -2.9% | 4,600 | 0.0% | 0.06% | -11.6% |
| Q2 2023 | $324,208 | +6.9% | 4,600 | -3.1% | 0.07% | -4.2% |
| Q1 2023 | $303,350 | +5.8% | 4,748 | -3.1% | 0.07% | -7.7% |
| Q4 2022 | $286,650 | +1.3% | 4,900 | 0.0% | 0.08% | -24.3% |
| Q3 2022 | $283,000 | -9.6% | 4,900 | -5.4% | 0.10% | -2.8% |
| Q2 2022 | $313,000 | -21.0% | 5,180 | 0.0% | 0.11% | -13.1% |
| Q1 2022 | $396,000 | -8.5% | 5,180 | 0.0% | 0.12% | -5.4% |
| Q4 2021 | $433,000 | +13.1% | 5,180 | 0.0% | 0.13% | -2.3% |
| Q3 2021 | $383,000 | +1.1% | 5,180 | -0.5% | 0.13% | -2.9% |
| Q2 2021 | $379,000 | – | 5,208 | – | 0.14% | – |
Download | ||||||
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% |