ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 280 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.85 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $112 | +28.7% | 1,632 | +32.6% | 0.05% | +20.0% |
| Q2 2023 | $87 | -26.9% | 1,231 | -33.8% | 0.04% | -24.5% |
| Q1 2023 | $119 | +7.2% | 1,859 | -1.7% | 0.05% | -5.4% |
| Q4 2022 | $111 | -99.9% | 1,892 | -6.0% | 0.06% | -1.8% |
| Q3 2022 | $116,000 | +19.6% | 2,012 | +24.9% | 0.06% | +26.7% |
| Q2 2022 | $97,000 | +70.2% | 1,611 | +117.7% | 0.04% | +114.3% |
| Q1 2022 | $57,000 | +1325.0% | 740 | +1620.9% | 0.02% | +2000.0% |
| Q4 2021 | $4,000 | -88.2% | 43 | -84.6% | 0.00% | -94.4% |
| Q4 2016 | $34,000 | 0.0% | 279 | 0.0% | 0.02% | +5.9% |
| Q3 2016 | $34,000 | +3.0% | 279 | 0.0% | 0.02% | -10.5% |
| Q2 2016 | $33,000 | 0.0% | 279 | -24.0% | 0.02% | -9.5% |
| Q3 2013 | $33,000 | +6.5% | 367 | 0.0% | 0.02% | +10.5% |
| Q2 2013 | $31,000 | – | 367 | – | 0.02% | – |
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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% |