ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,314,753 | -3.3% | 165,372 | -0.4% | 7.67% | -0.1% |
| Q2 2023 | $11,697,214 | +11.2% | 165,965 | +0.8% | 7.68% | +1.8% |
| Q1 2023 | $10,519,680 | +12.7% | 164,653 | +3.2% | 7.54% | +6.4% |
| Q4 2022 | $9,335,101 | +9.9% | 159,574 | +8.6% | 7.09% | +4.6% |
| Q3 2022 | $8,498,000 | -6.1% | 146,903 | -2.1% | 6.78% | +0.0% |
| Q2 2022 | $9,053,000 | -24.2% | 150,015 | -4.1% | 6.78% | -15.9% |
| Q1 2022 | $11,944,000 | -11.0% | 156,379 | -2.5% | 8.06% | -0.8% |
| Q4 2021 | $13,420,000 | +22.4% | 160,387 | +8.2% | 8.12% | -7.2% |
| Q3 2021 | $10,961,000 | +0.2% | 148,295 | -1.4% | 8.75% | +16.3% |
| Q2 2021 | $10,936,000 | +10.0% | 150,359 | -1.6% | 7.52% | +0.5% |
| Q1 2021 | $9,946,000 | +9.0% | 152,756 | +6.9% | 7.48% | +2.9% |
| Q4 2020 | $9,121,000 | +14.0% | 142,920 | +312.8% | 7.27% | +0.4% |
| Q3 2020 | $8,000,000 | +19.0% | 34,620 | +6.9% | 7.24% | +8.6% |
| Q2 2020 | $6,721,000 | +30.7% | 32,393 | +3.9% | 6.67% | +9.4% |
| Q1 2020 | $5,144,000 | -12.3% | 31,169 | +2.9% | 6.10% | +6.4% |
| Q4 2019 | $5,864,000 | – | 30,285 | – | 5.73% | – |
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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% |