ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,891 | -2.9% | 2,980 | 0.0% | 0.11% | -3.4% |
| Q2 2023 | $210,030 | -95.9% | 2,980 | -95.6% | 0.12% | -96.2% |
| Q1 2022 | $5,121,000 | -0.8% | 67,045 | +8.7% | 3.10% | +0.3% |
| Q4 2021 | $5,163,000 | +17.4% | 61,703 | +3.7% | 3.09% | +0.5% |
| Q3 2021 | $4,399,000 | +71.6% | 59,520 | +51.1% | 3.08% | +49.1% |
| Q1 2021 | $2,564,000 | -46.8% | 39,382 | -47.8% | 2.06% | -68.1% |
| Q4 2020 | $4,819,000 | +6.9% | 75,502 | +287.1% | 6.45% | +1.9% |
| Q3 2020 | $4,507,000 | +4.3% | 19,505 | -6.3% | 6.33% | -1.2% |
| Q2 2020 | $4,320,000 | +17.3% | 20,822 | -6.7% | 6.41% | -1.2% |
| Q1 2020 | $3,684,000 | -3.2% | 22,320 | +13.5% | 6.48% | +20.3% |
| Q4 2019 | $3,807,000 | +29.8% | 19,664 | +20.8% | 5.39% | +13.1% |
| Q3 2019 | $2,932,000 | +76.1% | 16,284 | +75.3% | 4.76% | +71.5% |
| Q2 2019 | $1,665,000 | +27.7% | 9,289 | +7.3% | 2.78% | -6.5% |
| Q4 2018 | $1,304,000 | – | 8,655 | – | 2.97% | – |
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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% |