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 | $3,697,207 | -1.9% | 54,037 | +1.0% | 1.92% | -0.5% |
Q2 2023 | $3,769,671 | +11.6% | 53,486 | +1.1% | 1.93% | -0.7% |
Q1 2023 | $3,378,365 | +13.5% | 52,878 | +4.0% | 1.94% | +6.4% |
Q4 2022 | $2,975,754 | +1.8% | 50,868 | +0.6% | 1.83% | -10.0% |
Q3 2022 | $2,924,000 | -3.8% | 50,549 | +0.4% | 2.03% | -1.8% |
Q2 2022 | $3,038,000 | -21.6% | 50,360 | -0.7% | 2.07% | -12.2% |
Q1 2022 | $3,876,000 | +0.6% | 50,694 | -0.1% | 2.35% | -4.5% |
Q4 2021 | $3,851,000 | – | 50,747 | – | 2.46% | – |
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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% |