ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $679,890 | -2.9% | 9,937 | 0.0% | 0.20% | +7.5% |
| Q2 2023 | $700,360 | +10.3% | 9,937 | 0.0% | 0.19% | +8.1% |
| Q1 2023 | $634,874 | +9.2% | 9,937 | 0.0% | 0.17% | +3.0% |
| Q4 2022 | $581,314 | -99.9% | 9,937 | -1.5% | 0.17% | -22.0% |
| Q3 2022 | $583,359,000 | -4.1% | 10,084 | 0.0% | 0.21% | 0.0% |
| Q2 2022 | $608,569,000 | -21.0% | 10,084 | 0.0% | 0.21% | -7.8% |
| Q1 2022 | $770,215,000 | -9.2% | 10,084 | -0.5% | 0.23% | -5.3% |
| Q4 2021 | $848,162,000 | +13.2% | 10,137 | 0.0% | 0.24% | +12.9% |
| Q3 2021 | $749,225,000 | +15.8% | 10,137 | +2.0% | 0.22% | -11.4% |
| Q1 2021 | $646,998,000 | -4.9% | 9,937 | -7.1% | 0.24% | -14.6% |
| Q4 2020 | $680,306,000 | +10.1% | 10,700 | +300.0% | 0.29% | -7.1% |
| Q3 2020 | $618,139,000 | +11.4% | 2,675 | 0.0% | 0.31% | -3.1% |
| Q2 2020 | $555,035,000 | – | 2,675 | – | 0.32% | – |
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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% |