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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $64,335,000 | -9.6% | 842,298 | -1.0% | 1.83% | +7.1% |
| Q4 2021 | $71,189,000 | +9.8% | 850,830 | -3.0% | 1.71% | +18.3% |
| Q3 2021 | $64,831,000 | -5.4% | 877,155 | -6.9% | 1.45% | -5.8% |
| Q2 2021 | $68,560,000 | +4.9% | 942,669 | -6.0% | 1.54% | -1.6% |
| Q1 2021 | $65,328,000 | -26.1% | 1,003,349 | -27.6% | 1.56% | -28.8% |
| Q4 2020 | $88,447,000 | +3.7% | 1,385,887 | +275.3% | 2.19% | -7.6% |
| Q3 2020 | $85,331,000 | +6.3% | 369,271 | -4.6% | 2.37% | +1.4% |
| Q2 2020 | $80,291,000 | +20.2% | 386,963 | -4.4% | 2.34% | +1.3% |
| Q1 2020 | $66,788,000 | -11.3% | 404,655 | +4.1% | 2.31% | +12.2% |
| Q4 2019 | $75,281,000 | +4.8% | 388,766 | -2.6% | 2.06% | +0.9% |
| Q3 2019 | $71,823,000 | -4.1% | 398,948 | -4.5% | 2.04% | -0.4% |
| Q2 2019 | $74,886,000 | +3839.3% | 417,798 | +3687.8% | 2.05% | +3374.6% |
| Q1 2019 | $1,901,000 | +16.8% | 11,030 | +2.1% | 0.06% | +5.4% |
| Q4 2018 | $1,628,000 | -12.8% | 10,803 | +2.4% | 0.06% | -3.4% |
| Q3 2018 | $1,868,000 | -8.0% | 10,545 | -15.5% | 0.06% | +11.5% |
| Q2 2018 | $2,030,000 | -10.8% | 12,485 | -15.0% | 0.05% | -27.8% |
| Q1 2018 | $2,277,000 | 0.0% | 14,681 | -1.5% | 0.07% | +1.4% |
| Q4 2017 | $2,277,000 | -1.7% | 14,905 | -7.7% | 0.07% | -7.8% |
| Q3 2017 | $2,316,000 | +4.8% | 16,152 | +0.0% | 0.08% | +2.7% |
| Q2 2017 | $2,210,000 | -1.4% | 16,147 | -5.3% | 0.08% | -3.8% |
| Q1 2017 | $2,242,000 | +9.0% | 17,047 | +0.9% | 0.08% | +2.6% |
| Q4 2016 | $2,057,000 | +9.9% | 16,893 | +9.9% | 0.08% | -22.4% |
| Q3 2016 | $1,871,000 | +1.7% | 15,375 | -2.5% | 0.10% | -1.0% |
| Q2 2016 | $1,839,000 | +0.6% | 15,775 | 0.0% | 0.10% | +2.1% |
| Q1 2016 | $1,828,000 | -1.1% | 15,775 | -1.2% | 0.10% | -1.0% |
| Q4 2015 | $1,848,000 | +8.1% | 15,960 | +0.6% | 0.10% | +1.0% |
| Q3 2015 | $1,710,000 | -14.7% | 15,860 | -9.9% | 0.10% | -8.5% |
| Q2 2015 | $2,004,000 | -0.1% | 17,600 | 0.0% | 0.11% | +3.9% |
| Q1 2015 | $2,006,000 | +1.0% | 17,600 | -1.1% | 0.10% | +1.0% |
| Q4 2014 | $1,986,000 | +4.5% | 17,798 | 0.0% | 0.10% | 0.0% |
| Q3 2014 | $1,901,000 | +0.9% | 17,798 | -0.6% | 0.10% | +1.0% |
| Q2 2014 | $1,884,000 | +4.9% | 17,910 | -0.4% | 0.10% | -6.5% |
| Q1 2014 | $1,796,000 | +0.7% | 17,985 | -0.4% | 0.11% | +4.9% |
| Q4 2013 | $1,783,000 | -5.0% | 18,057 | -14.0% | 0.10% | -14.3% |
| Q3 2013 | $1,877,000 | +8.1% | 21,007 | +1.6% | 0.12% | +5.3% |
| Q2 2013 | $1,737,000 | – | 20,680 | – | 0.11% | – |
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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% |