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 | $643,053 | +9.6% | 9,399 | +12.9% | 0.16% | +16.8% |
| Q2 2023 | $586,577 | +5.8% | 8,323 | -4.1% | 0.14% | 0.0% |
| Q1 2023 | $554,302 | +12.5% | 8,676 | +3.0% | 0.14% | +3.0% |
| Q4 2022 | $492,541 | +105.2% | 8,420 | +102.3% | 0.13% | +84.7% |
| Q3 2022 | $240,000 | -4.4% | 4,162 | 0.0% | 0.07% | -2.7% |
| Q2 2022 | $251,000 | -13.4% | 4,162 | +9.6% | 0.07% | +4.2% |
| Q1 2022 | $290,000 | +237.2% | 3,797 | +267.9% | 0.07% | +238.1% |
| Q4 2021 | $86,000 | +13.2% | 1,032 | 0.0% | 0.02% | +10.5% |
| Q3 2021 | $76,000 | +1.3% | 1,032 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $75,000 | +11.9% | 1,032 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $67,000 | -1.5% | 1,032 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $68,000 | – | 1,032 | – | 0.02% | – |
Download | ||||||
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% |