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 | $45,641,271 | +5.9% | 667,075 | +9.1% | 14.51% | +8.9% |
| Q2 2023 | $43,108,669 | +11.4% | 611,644 | +1.0% | 13.32% | +5.9% |
| Q1 2023 | $38,699,642 | +15.1% | 605,723 | +5.4% | 12.58% | +3.8% |
| Q4 2022 | $33,627,087 | +6.5% | 574,822 | +5.3% | 12.12% | +2.3% |
| Q3 2022 | $31,583,000 | -1.9% | 545,949 | +2.3% | 11.84% | +0.2% |
| Q2 2022 | $32,195,000 | -19.6% | 533,479 | +1.8% | 11.82% | -13.3% |
| Q1 2022 | $40,028,000 | -5.8% | 524,077 | +3.2% | 13.63% | -1.2% |
| Q4 2021 | $42,496,000 | +16.0% | 507,905 | +2.5% | 13.80% | +11.2% |
| Q3 2021 | $36,625,000 | +0.6% | 495,530 | -1.0% | 12.41% | +2.1% |
| Q2 2021 | $36,412,000 | +14.2% | 500,649 | +2.2% | 12.16% | +8.2% |
| Q1 2021 | $31,886,000 | +5.9% | 489,737 | +3.8% | 11.24% | -2.2% |
| Q4 2020 | $30,107,000 | +11.9% | 471,757 | +305.3% | 11.50% | -3.2% |
| Q3 2020 | $26,896,000 | +12.4% | 116,391 | +0.9% | 11.87% | +1.4% |
| Q2 2020 | $23,937,000 | – | 115,365 | – | 11.71% | – |
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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% |