ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,729,684 | +10.4% | 186,052 | +13.7% | 0.48% | +13.8% |
| Q2 2023 | $11,529,035 | +13.2% | 163,579 | +2.6% | 0.43% | +7.3% |
| Q1 2023 | $10,185,349 | +239837.6% | 159,420 | +119.7% | 0.40% | +66.1% |
| Q4 2022 | $4,245 | -99.9% | 72,564 | -24.1% | 0.24% | -28.9% |
| Q3 2022 | $5,533,000 | -55.7% | 95,646 | -53.8% | 0.34% | -34.8% |
| Q2 2022 | $12,494,000 | -48.8% | 207,029 | -35.0% | 0.52% | -21.1% |
| Q1 2022 | $24,396,000 | +9.4% | 318,389 | +19.4% | 0.65% | +31.9% |
| Q4 2021 | $22,308,000 | +55.1% | 266,614 | +37.0% | 0.50% | +29.9% |
| Q3 2021 | $14,386,000 | -2.8% | 194,644 | -4.4% | 0.38% | -5.0% |
| Q2 2021 | $14,807,000 | -17.7% | 203,587 | -26.2% | 0.40% | -16.3% |
| Q1 2021 | $17,999,000 | – | 275,943 | – | 0.48% | – |
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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% |