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 | $163,000 | -22.4% | 2,793 | -23.2% | 0.19% | -40.8% |
| Q3 2022 | $210,000 | -5.0% | 3,636 | -0.5% | 0.32% | -4.2% |
| Q2 2022 | $221,000 | -30.1% | 3,655 | -3.1% | 0.33% | -14.3% |
| Q4 2021 | $316,000 | -13.4% | 3,771 | -23.6% | 0.38% | -64.6% |
| Q3 2021 | $365,000 | -87.4% | 4,939 | -87.6% | 1.09% | -6.0% |
| Q2 2021 | $2,900,000 | +2.7% | 39,878 | -8.0% | 1.16% | -21.9% |
| Q1 2021 | $2,824,000 | -7.5% | 43,369 | -9.3% | 1.48% | -17.8% |
| Q4 2020 | $3,052,000 | +5.8% | 47,819 | +282.9% | 1.80% | -14.9% |
| Q3 2020 | $2,886,000 | +8.3% | 12,490 | -2.7% | 2.12% | -12.8% |
| Q2 2020 | $2,664,000 | +18.4% | 12,838 | -5.8% | 2.43% | -3.6% |
| Q1 2020 | $2,250,000 | -23.3% | 13,634 | -10.0% | 2.52% | +1.7% |
| Q4 2019 | $2,933,000 | – | 15,147 | – | 2.48% | – |
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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% |