ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,327 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,772 | -49.7% | 106 | -53.9% | 0.00% | -42.9% |
| Q4 2022 | $13,455 | -84.0% | 230 | -84.2% | 0.01% | -82.9% |
| Q3 2022 | $84,000 | -57.8% | 1,456 | -55.8% | 0.04% | -47.4% |
| Q2 2022 | $199,000 | -45.8% | 3,291 | -31.6% | 0.08% | -43.9% |
| Q1 2022 | $367,000 | -9.8% | 4,811 | -1.1% | 0.14% | -15.8% |
| Q4 2021 | $407,000 | -7.7% | 4,866 | -18.4% | 0.16% | -17.5% |
| Q3 2021 | $441,000 | -6.2% | 5,966 | -7.7% | 0.20% | -11.9% |
| Q2 2021 | $470,000 | +1.5% | 6,466 | -9.1% | 0.23% | -15.3% |
| Q1 2021 | $463,000 | -10.6% | 7,116 | -12.3% | 0.27% | -18.3% |
| Q4 2020 | $518,000 | – | 8,116 | – | 0.33% | – |
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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% |