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 | $383,084 | -2.9% | 5,599 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $394,618 | +10.3% | 5,599 | 0.0% | 0.09% | +13.6% |
| Q1 2023 | $357,720 | +108961.0% | 5,599 | 0.0% | 0.08% | +14.1% |
| Q4 2022 | $328 | -99.9% | 5,599 | -4.9% | 0.07% | -7.8% |
| Q3 2022 | $340,000 | -4.2% | 5,885 | 0.0% | 0.08% | +10.0% |
| Q2 2022 | $355,000 | -20.9% | 5,885 | 0.0% | 0.07% | +14.8% |
| Q1 2022 | $449,000 | -28.3% | 5,885 | -21.4% | 0.06% | -28.2% |
| Q4 2021 | $626,000 | +13.2% | 7,485 | 0.0% | 0.08% | +9.0% |
| Q3 2021 | $553,000 | +1.5% | 7,485 | 0.0% | 0.08% | -7.1% |
| Q2 2021 | $545,000 | +9.2% | 7,485 | -2.3% | 0.08% | +2.4% |
| Q1 2021 | $499,000 | -1.6% | 7,665 | -3.5% | 0.08% | -5.7% |
| Q4 2020 | $507,000 | – | 7,940 | – | 0.09% | – |
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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% |