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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $633,555 | -100.0% | 10,830 | -47.0% | 2.80% | -55.2% |
| Q4 2021 | $1,709,210,000 | +48.6% | 20,428 | +31.3% | 6.25% | +81.7% |
| Q3 2021 | $1,149,965,000 | -11.9% | 15,559 | +130.7% | 3.44% | +89.0% |
| Q4 2019 | $1,305,715,000 | +6.8% | 6,743 | -0.7% | 1.82% | +37.1% |
| Q3 2019 | $1,222,943,000 | +100388.3% | 6,793 | 0.0% | 1.33% | +4.1% |
| Q2 2019 | $1,217,000 | -6.2% | 6,793 | -9.8% | 1.28% | +9.2% |
| Q1 2019 | $1,298,000 | +4.3% | 7,533 | -8.8% | 1.17% | -4.6% |
| Q4 2018 | $1,244,000 | -15.5% | 8,258 | -0.7% | 1.22% | +16.1% |
| Q3 2018 | $1,473,000 | +5.3% | 8,318 | -3.3% | 1.05% | +27.0% |
| Q2 2018 | $1,399,000 | – | 8,605 | – | 0.83% | – |
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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% |