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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $231,000 | -0.4% | 2,765 | -11.9% | 0.02% | -12.0% |
| Q3 2021 | $232,000 | -67.9% | 3,138 | -70.7% | 0.02% | -50.0% |
| Q2 2021 | $723,000 | +112.0% | 10,713 | +104.4% | 0.05% | +25.0% |
| Q1 2021 | $341,000 | -16.2% | 5,240 | -17.7% | 0.04% | -31.0% |
| Q4 2020 | $407,000 | +5.7% | 6,370 | +282.8% | 0.06% | -18.3% |
| Q3 2020 | $385,000 | -48.1% | 1,664 | -53.5% | 0.07% | -56.4% |
| Q2 2020 | $742,000 | -14.9% | 3,575 | -32.3% | 0.16% | -47.1% |
| Q1 2020 | $872,000 | -18.2% | 5,281 | -4.1% | 0.31% | +33.9% |
| Q4 2019 | $1,066,000 | -37.6% | 5,505 | -42.2% | 0.23% | -42.2% |
| Q2 2019 | $1,708,000 | +4.0% | 9,528 | -0.1% | 0.40% | +9.0% |
| Q1 2019 | $1,643,000 | +3.5% | 9,534 | -8.2% | 0.36% | -30.9% |
| Q4 2017 | $1,587,000 | +107.5% | 10,388 | +94.7% | 0.53% | +193.3% |
| Q3 2017 | $765,000 | +161.1% | 5,336 | +149.3% | 0.18% | +81.8% |
| Q2 2017 | $293,000 | -76.7% | 2,140 | -77.6% | 0.10% | -69.0% |
| Q1 2017 | $1,255,000 | – | 9,543 | – | 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% |