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 | $572,334 | -2.9% | 8,365 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $589,565 | +42.3% | 8,365 | +29.0% | 0.01% | +25.0% |
| Q1 2023 | $414,455 | -9.9% | 6,487 | -17.5% | 0.01% | -11.1% |
| Q4 2022 | $460,220 | +7.0% | 7,867 | +5.6% | 0.01% | 0.0% |
| Q3 2022 | $430,000 | -38.6% | 7,447 | -35.9% | 0.01% | -40.0% |
| Q2 2022 | $700,000 | -15.3% | 11,611 | +7.4% | 0.02% | 0.0% |
| Q1 2022 | $826,000 | -22.4% | 10,811 | -14.9% | 0.02% | -11.8% |
| Q4 2021 | $1,064,000 | +13.3% | 12,711 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $939,000 | +72.3% | 12,711 | +69.4% | 0.02% | +54.5% |
| Q2 2021 | $545,000 | +9.2% | 7,504 | -2.0% | 0.01% | +10.0% |
| Q1 2021 | $499,000 | +2.0% | 7,660 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $489,000 | -20.5% | 7,660 | +187.4% | 0.01% | -28.6% |
| Q3 2020 | $615,000 | +101.6% | 2,665 | +81.5% | 0.01% | +75.0% |
| Q2 2020 | $305,000 | +16.9% | 1,468 | -6.9% | 0.01% | 0.0% |
| Q1 2020 | $261,000 | – | 1,577 | – | 0.01% | – |
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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% |