ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,614 | -2.9% | 5,446 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $383,835 | -21.8% | 5,446 | -29.1% | 0.05% | -25.4% |
| Q1 2023 | $490,738 | +9.2% | 7,681 | 0.0% | 0.07% | +1.4% |
| Q4 2022 | $449,339 | +0.1% | 7,681 | -1.0% | 0.07% | -13.6% |
| Q3 2022 | $449,000 | -6.5% | 7,757 | -2.5% | 0.08% | -3.6% |
| Q2 2022 | $480,000 | -55.8% | 7,957 | -52.3% | 0.08% | -59.2% |
| Q1 2022 | $1,087,000 | +30.6% | 16,682 | +67.8% | 0.21% | +63.5% |
| Q4 2021 | $832,000 | -4.4% | 9,942 | -15.5% | 0.13% | -11.3% |
| Q3 2021 | $870,000 | -11.3% | 11,766 | -12.8% | 0.14% | -13.4% |
| Q2 2021 | $981,000 | -10.8% | 13,490 | -19.1% | 0.16% | -20.4% |
| Q1 2021 | $1,100,000 | -39.8% | 16,682 | -41.5% | 0.21% | -46.4% |
| Q4 2020 | $1,826,000 | – | 28,528 | – | 0.38% | – |
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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% |