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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $691,462 | +8.5% | 9,811 | -1.6% | 0.32% | +8.8% |
Q1 2023 | $637,313 | -8.4% | 9,975 | -16.2% | 0.30% | +10.0% |
Q4 2022 | $696,065 | +1.2% | 11,899 | -0.1% | 0.27% | -31.7% |
Q3 2022 | $688,000 | -4.8% | 11,906 | -0.6% | 0.39% | -2.0% |
Q2 2022 | $723,000 | -71.4% | 11,981 | -63.8% | 0.40% | -46.4% |
Q1 2022 | $2,526,000 | -35.0% | 33,084 | -28.8% | 0.75% | -27.7% |
Q4 2021 | $3,889,000 | +41.5% | 46,485 | +25.0% | 1.04% | +72.4% |
Q3 2021 | $2,749,000 | +22.6% | 37,196 | +20.9% | 0.60% | +41.3% |
Q2 2021 | $2,242,000 | +0.3% | 30,759 | -10.4% | 0.43% | -2.1% |
Q1 2021 | $2,235,000 | -33.8% | 34,330 | -35.1% | 0.44% | -27.9% |
Q4 2020 | $3,377,000 | +79.0% | 52,914 | +548.0% | 0.60% | +55.4% |
Q3 2020 | $1,887,000 | -19.7% | 8,166 | -27.9% | 0.39% | -24.2% |
Q2 2020 | $2,349,000 | +23.0% | 11,320 | -2.1% | 0.51% | +8.2% |
Q1 2020 | $1,909,000 | -14.0% | 11,563 | +0.9% | 0.47% | +6.1% |
Q4 2019 | $2,219,000 | +4.4% | 11,460 | -2.9% | 0.45% | -5.5% |
Q3 2019 | $2,125,000 | +274.1% | 11,803 | +272.2% | 0.47% | +195.0% |
Q2 2019 | $568,000 | +2.7% | 3,171 | -1.2% | 0.16% | -4.8% |
Q1 2019 | $553,000 | +158.4% | 3,209 | +126.1% | 0.17% | +112.7% |
Q4 2018 | $214,000 | -35.5% | 1,419 | -24.4% | 0.08% | -19.4% |
Q3 2018 | $332,000 | +19.9% | 1,876 | +16.6% | 0.10% | +21.0% |
Q2 2018 | $277,000 | +13.5% | 1,609 | +7.6% | 0.08% | +32.8% |
Q4 2017 | $244,000 | – | 1,495 | – | 0.06% | – |
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% |