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 | $1,232 | -99.4% | 18 | -99.4% | 0.00% | -100.0% |
| Q2 2023 | $195,794 | +2.4% | 2,778 | -7.2% | 0.02% | 0.0% |
| Q1 2023 | $191,159 | +2.3% | 2,992 | -6.4% | 0.02% | -37.1% |
| Q4 2022 | $186,908 | +16.8% | 3,195 | +15.8% | 0.04% | -72.4% |
| Q3 2022 | $160,000 | -4.2% | 2,760 | 0.0% | 0.13% | +36.6% |
| Q2 2022 | $167,000 | -27.7% | 2,760 | 0.0% | 0.09% | +25.7% |
| Q4 2021 | $231,000 | +11.6% | 2,760 | +157.9% | 0.07% | +155.2% |
| Q4 2019 | $207,000 | -4.6% | 1,070 | -11.3% | 0.03% | -12.1% |
| Q3 2019 | $217,000 | -2.7% | 1,206 | -3.0% | 0.03% | +3.1% |
| Q2 2019 | $223,000 | +4.2% | 1,243 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $214,000 | – | 1,243 | – | 0.03% | – |
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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% |