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 | $17,068,350 | +87.5% | 247,614 | +89.3% | 0.85% | -27.2% |
| Q2 2023 | $9,103,043 | -48.2% | 130,828 | -52.3% | 1.17% | +32.7% |
| Q1 2023 | $17,581,333 | -11.0% | 274,263 | -18.7% | 0.88% | -3.7% |
| Q4 2022 | $19,745,935 | +29.5% | 337,537 | +28.0% | 0.92% | +0.4% |
| Q3 2022 | $15,253,000 | -2.5% | 263,672 | +1.7% | 0.91% | +0.8% |
| Q2 2022 | $15,646,000 | -13.9% | 259,261 | +9.0% | 0.90% | +36.1% |
| Q1 2022 | $18,165,000 | -2.6% | 237,826 | +6.7% | 0.66% | -2.3% |
| Q4 2021 | $18,644,000 | – | 222,834 | – | 0.68% | – |
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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% |