ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,188 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,887,110 | -4.3% | 115,275 | -1.4% | 5.14% | -4.8% |
| Q2 2023 | $8,239,256 | +10.1% | 116,902 | -0.2% | 5.40% | -4.2% |
| Q1 2023 | $7,483,224 | +9.7% | 117,127 | +0.4% | 5.64% | +10.2% |
| Q4 2022 | $6,824,634 | +3.2% | 116,660 | +2.0% | 5.12% | -13.7% |
| Q3 2022 | $6,614,000 | -13.2% | 114,325 | -9.5% | 5.93% | +4.9% |
| Q2 2022 | $7,620,000 | -24.2% | 126,271 | -4.0% | 5.66% | -13.5% |
| Q1 2022 | $10,048,000 | -5.4% | 131,552 | +0.1% | 6.54% | -6.2% |
| Q4 2021 | $10,627,000 | +9.2% | 131,423 | -0.2% | 6.98% | +0.5% |
| Q3 2021 | $9,728,000 | +0.2% | 131,621 | -1.4% | 6.94% | +3.5% |
| Q2 2021 | $9,709,000 | +13.9% | 133,498 | +1.9% | 6.71% | -2.5% |
| Q1 2021 | $8,526,000 | -1.6% | 130,950 | -3.6% | 6.88% | -10.1% |
| Q4 2020 | $8,668,000 | -0.7% | 135,826 | +259.7% | 7.66% | +11.7% |
| Q3 2020 | $8,726,000 | +266.9% | 37,761 | +162.1% | 6.86% | +176.9% |
| Q2 2020 | $2,378,000 | 0.0% | 14,407 | 0.0% | 2.48% | +0.9% |
| Q1 2020 | $2,378,000 | -14.0% | 14,407 | +0.8% | 2.45% | +798.5% |
| Q4 2019 | $2,766,000 | -59.7% | 14,287 | -62.7% | 0.27% | -63.3% |
| Q3 2019 | $6,858,000 | -7.6% | 38,260 | -11.2% | 0.74% | -17.1% |
| Q2 2019 | $7,422,000 | +1.0% | 43,063 | +1.0% | 0.90% | +0.1% |
| Q1 2019 | $7,349,000 | +14.6% | 42,636 | +0.2% | 0.90% | -11.9% |
| Q4 2018 | $6,414,000 | +4.9% | 42,572 | -18.9% | 1.02% | -90.7% |
| Q2 2016 | $6,116,000 | -0.9% | 52,464 | -1.5% | 10.94% | -4.6% |
| Q4 2015 | $6,169,000 | +49.4% | 53,269 | +39.1% | 11.48% | +112.2% |
| Q3 2015 | $4,128,000 | -3.6% | 38,292 | +1.8% | 5.41% | +11.1% |
| Q2 2015 | $4,284,000 | -10.2% | 37,628 | -10.1% | 4.87% | -21.6% |
| Q1 2015 | $4,772,000 | +355.8% | 41,875 | +346.4% | 6.21% | +1903.9% |
| Q4 2014 | $1,047,000 | +6.7% | 9,381 | +2.2% | 0.31% | -69.2% |
| Q3 2014 | $981,000 | +2.1% | 9,183 | +0.5% | 1.01% | -34.0% |
| Q2 2014 | $961,000 | +5.4% | 9,137 | +0.1% | 1.52% | +301.3% |
| Q1 2014 | $912,000 | +0.4% | 9,131 | -0.7% | 0.38% | -78.2% |
| Q4 2013 | $908,000 | +9.5% | 9,192 | -1.0% | 1.75% | +198.6% |
| Q3 2013 | $829,000 | +1.7% | 9,285 | -4.4% | 0.58% | -67.2% |
| Q2 2013 | $815,000 | – | 9,710 | – | 1.78% | – |
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% |