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 | $80,428 | +51.3% | 1,176 | +56.0% | 0.03% | +47.4% |
| Q2 2023 | $53,142 | +73.3% | 754 | +57.1% | 0.02% | +72.7% |
| Q1 2023 | $30,667 | +9.2% | 480 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $28,080 | -99.9% | 480 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $27,768,000 | -4.1% | 480 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $28,968,000 | -21.0% | 480 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $36,662,000 | -10.9% | 480 | -2.4% | 0.01% | -7.1% |
| Q4 2021 | $41,166,000 | -10.2% | 492 | -20.6% | 0.01% | -17.6% |
| Q3 2021 | $45,824,000 | +1.6% | 620 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $45,093,000 | +11.7% | 620 | 0.0% | 0.02% | +5.9% |
| Q1 2021 | $40,368,000 | +2.0% | 620 | 0.0% | 0.02% | -10.5% |
| Q4 2020 | $39,568,000 | +10.5% | 620 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $35,817,000 | +11.4% | 155 | 0.0% | 0.02% | +5.6% |
| Q2 2020 | $32,161,000 | +7687.2% | 155 | -93.8% | 0.02% | -93.5% |
| Q1 2020 | $413,000 | -15.4% | 2,504 | 0.0% | 0.28% | +7.4% |
| Q4 2019 | $488,000 | +8.2% | 2,504 | 0.0% | 0.26% | -5.5% |
| Q3 2019 | $451,000 | +0.4% | 2,504 | 0.0% | 0.27% | -4.5% |
| Q2 2019 | $449,000 | +3.9% | 2,504 | 0.0% | 0.29% | -2.1% |
| Q1 2019 | $432,000 | +1500.0% | 2,504 | +1283.4% | 0.29% | +1116.7% |
| Q4 2018 | $27,000 | – | 181 | – | 0.02% | – |
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% |