ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,408,494 | -2.9% | 20,586 | 0.0% | 0.59% | +5.0% |
| Q2 2023 | $1,450,901 | +9.9% | 20,586 | -0.4% | 0.56% | +12.6% |
| Q1 2023 | $1,320,350 | +108839.8% | 20,666 | -0.3% | 0.50% | +4.4% |
| Q4 2022 | $1,212 | -99.9% | 20,721 | -0.1% | 0.48% | -3.6% |
| Q3 2022 | $1,200,000 | -4.5% | 20,746 | -0.4% | 0.50% | +2.7% |
| Q2 2022 | $1,257,000 | -21.2% | 20,831 | -0.3% | 0.48% | -10.2% |
| Q1 2022 | $1,596,000 | -9.8% | 20,896 | -1.2% | 0.54% | -6.2% |
| Q4 2021 | $1,770,000 | +13.2% | 21,156 | 0.0% | 0.58% | +1.8% |
| Q3 2021 | $1,564,000 | +0.7% | 21,156 | -0.9% | 0.57% | -2.6% |
| Q2 2021 | $1,553,000 | +7.7% | 21,351 | -3.6% | 0.58% | -3.0% |
| Q1 2021 | $1,442,000 | -12.4% | 22,146 | -14.1% | 0.60% | -16.8% |
| Q4 2020 | $1,646,000 | +10.5% | 25,796 | +300.0% | 0.72% | -2.6% |
| Q3 2020 | $1,490,000 | +8.5% | 6,449 | -2.6% | 0.74% | +3.4% |
| Q2 2020 | $1,373,000 | +25.7% | 6,619 | 0.0% | 0.72% | +9.7% |
| Q1 2020 | $1,092,000 | -15.7% | 6,619 | -1.1% | 0.65% | +5.0% |
| Q4 2019 | $1,296,000 | +5.1% | 6,694 | -2.3% | 0.62% | -1.0% |
| Q3 2019 | $1,233,000 | -8.5% | 6,851 | -8.8% | 0.63% | +3.0% |
| Q2 2019 | $1,347,000 | – | 7,516 | – | 0.61% | – |
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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% |