ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $256,575 | -2.9% | 3,750 | 0.0% | 0.09% | +6.2% |
| Q2 2023 | $264,300 | +10.3% | 3,750 | 0.0% | 0.08% | +14.1% |
| Q1 2023 | $239,587 | +9.2% | 3,750 | 0.0% | 0.07% | +2.9% |
| Q4 2022 | $219,375 | +1.1% | 3,750 | 0.0% | 0.07% | -4.2% |
| Q3 2022 | $217,000 | -4.0% | 3,750 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $226,000 | -26.1% | 3,750 | -6.2% | 0.07% | -12.3% |
| Q1 2022 | $306,000 | -8.7% | 4,000 | 0.0% | 0.08% | -2.4% |
| Q4 2021 | $335,000 | +13.2% | 4,000 | 0.0% | 0.08% | +2.5% |
| Q3 2021 | $296,000 | +1.7% | 4,000 | 0.0% | 0.08% | -8.0% |
| Q2 2021 | $291,000 | +11.9% | 4,000 | 0.0% | 0.09% | +7.3% |
| Q1 2021 | $260,000 | +2.0% | 4,000 | 0.0% | 0.08% | -2.4% |
| Q4 2020 | $255,000 | +10.4% | 4,000 | +300.0% | 0.08% | +2.4% |
| Q3 2020 | $231,000 | +11.6% | 1,000 | 0.0% | 0.08% | +5.1% |
| Q2 2020 | $207,000 | +25.5% | 1,000 | 0.0% | 0.08% | +6.8% |
| Q1 2020 | $165,000 | – | 1,000 | – | 0.07% | – |
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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% |