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 | $250,485 | -10.5% | 3,660 | -7.9% | 0.20% | -7.8% |
| Q2 2023 | $280,016 | +10.4% | 3,973 | +0.1% | 0.22% | +5.3% |
| Q1 2023 | $253,714 | +13.1% | 3,971 | +3.5% | 0.21% | +16.4% |
| Q4 2022 | $224,376 | +1.1% | 3,835 | +0.1% | 0.18% | -10.6% |
| Q3 2022 | $222,000 | -3.9% | 3,833 | +0.1% | 0.20% | +1.0% |
| Q2 2022 | $231,000 | -19.2% | 3,831 | +2.2% | 0.20% | -13.3% |
| Q1 2022 | $286,000 | -7.1% | 3,749 | +1.9% | 0.23% | -6.6% |
| Q4 2021 | $308,000 | – | 3,678 | – | 0.24% | – |
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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% |