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 | $1,121,365 | -3.4% | 16,389 | -0.5% | 0.30% | -10.8% |
| Q2 2023 | $1,161,238 | +9.4% | 16,476 | -0.8% | 0.34% | +17.5% |
| Q1 2023 | $1,061,539 | -1.8% | 16,615 | -10.1% | 0.29% | -7.3% |
| Q4 2022 | $1,080,763 | +14.2% | 18,474 | +13.0% | 0.31% | +0.6% |
| Q3 2022 | $946,000 | -32.6% | 16,354 | -29.7% | 0.31% | -31.0% |
| Q2 2022 | $1,404,000 | -40.5% | 23,269 | -24.7% | 0.45% | -35.6% |
| Q1 2022 | $2,359,000 | -10.7% | 30,891 | -2.2% | 0.70% | -14.6% |
| Q4 2021 | $2,642,000 | +11.4% | 31,579 | -1.3% | 0.82% | +4.2% |
| Q3 2021 | $2,371,000 | -2.7% | 32,010 | -4.4% | 0.79% | -6.1% |
| Q2 2021 | $2,436,000 | +39.8% | 33,495 | +25.1% | 0.84% | +21.7% |
| Q1 2021 | $1,743,000 | +44.8% | 26,778 | +41.8% | 0.69% | +30.2% |
| Q4 2020 | $1,204,000 | – | 18,880 | – | 0.53% | – |
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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% |