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 | $74,988 | -24.0% | 1,096 | -21.7% | 0.04% | -19.1% |
| Q2 2023 | $98,667 | +11.7% | 1,400 | +1.2% | 0.05% | +2.2% |
| Q1 2023 | $88,332 | +34.7% | 1,383 | +23.4% | 0.05% | +39.4% |
| Q4 2022 | $65,581 | +0.9% | 1,121 | +0.1% | 0.03% | -10.8% |
| Q3 2022 | $65,000 | -4.4% | 1,120 | 0.0% | 0.04% | +5.7% |
| Q2 2022 | $68,000 | -20.9% | 1,120 | 0.0% | 0.04% | -16.7% |
| Q1 2022 | $86,000 | -8.5% | 1,120 | 0.0% | 0.04% | -6.7% |
| Q4 2021 | $94,000 | +13.3% | 1,120 | +0.1% | 0.04% | +2.3% |
| Q3 2021 | $83,000 | +591.7% | 1,119 | +562.1% | 0.04% | +528.6% |
| Q2 2021 | $12,000 | +9.1% | 169 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $11,000 | 0.0% | 169 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $11,000 | +10.0% | 169 | +302.4% | 0.01% | -12.5% |
| Q3 2020 | $10,000 | +11.1% | 42 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $9,000 | +28.6% | 42 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $7,000 | -12.5% | 42 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $8,000 | – | 42 | – | 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% |