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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,382,382 | -8.8% | 195,592 | -6.0% | 2.02% | -4.5% |
| Q2 2023 | $14,666,089 | -1.1% | 208,089 | -10.4% | 2.12% | -8.0% |
| Q1 2023 | $14,835,488 | +11.2% | 232,204 | +1.8% | 2.30% | +5.2% |
| Q4 2022 | $13,344,909 | +1.0% | 228,118 | -0.1% | 2.19% | -6.6% |
| Q3 2022 | $13,213,000 | -5.7% | 228,393 | -1.6% | 2.35% | -2.3% |
| Q2 2022 | $14,006,000 | -13.4% | 232,074 | +9.6% | 2.40% | -3.0% |
| Q1 2022 | $16,179,000 | +1.4% | 211,828 | +11.1% | 2.48% | +3.0% |
| Q4 2021 | $15,953,000 | +11.9% | 190,664 | -1.2% | 2.40% | +3.6% |
| Q3 2021 | $14,257,000 | -2.3% | 192,894 | -3.9% | 2.32% | -1.2% |
| Q2 2021 | $14,592,000 | +12.4% | 200,635 | +0.6% | 2.35% | +6.2% |
| Q1 2021 | $12,981,000 | +1.8% | 199,375 | -0.2% | 2.21% | -5.3% |
| Q4 2020 | $12,752,000 | – | 199,819 | – | 2.33% | – |
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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% |