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 | $660,936 | -5.9% | 9,660 | -3.1% | 0.40% | -1.7% |
| Q2 2023 | $702,332 | +10.3% | 9,965 | 0.0% | 0.41% | +2.5% |
| Q1 2023 | $636,663 | +6.6% | 9,965 | -2.4% | 0.40% | -0.2% |
| Q4 2022 | $596,993 | -15.7% | 10,205 | -16.6% | 0.40% | -20.5% |
| Q3 2022 | $708,000 | -4.3% | 12,237 | +0.0% | 0.51% | -1.2% |
| Q2 2022 | $740,000 | -21.5% | 12,236 | -0.9% | 0.51% | -8.4% |
| Q1 2022 | $943,000 | -25.1% | 12,344 | -17.9% | 0.56% | -27.8% |
| Q4 2021 | $1,259,000 | +13.2% | 15,044 | 0.0% | 0.78% | -4.0% |
| Q3 2021 | $1,112,000 | +1.9% | 15,044 | +0.3% | 0.81% | +1.0% |
| Q2 2021 | $1,091,000 | +11.7% | 15,000 | 0.0% | 0.80% | -2.1% |
| Q1 2021 | $977,000 | +2.1% | 15,000 | 0.0% | 0.82% | +1.5% |
| Q4 2020 | $957,000 | – | 15,000 | – | 0.80% | – |
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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% |