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 | $3,674,097 | +37.2% | 53,699 | +41.3% | 0.18% | +38.3% |
| Q2 2023 | $2,678,040 | +15.1% | 37,997 | +4.3% | 0.13% | +4.7% |
| Q1 2023 | $2,327,383 | +9.3% | 36,428 | +0.1% | 0.13% | -2.3% |
| Q4 2022 | $2,128,593 | +1.2% | 36,386 | +4.4% | 0.13% | -8.5% |
| Q3 2022 | $2,104,000 | 0.0% | 34,864 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $2,104,000 | -71.7% | 34,864 | -60.7% | 0.14% | -67.9% |
| Q4 2021 | $7,430,000 | -82.7% | 88,804 | -84.7% | 0.44% | -67.8% |
| Q3 2021 | $43,032,000 | +1.2% | 582,228 | -0.4% | 1.37% | +1.3% |
| Q2 2021 | $42,507,000 | +4.7% | 584,445 | -6.3% | 1.36% | -7.3% |
| Q1 2021 | $40,615,000 | – | 623,790 | – | 1.46% | – |
Download | ||||||
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% |