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 | $20,216,741 | +5511.2% | 295,480 | +4887.0% | 0.15% | +2980.0% |
| Q2 2023 | $360,294 | +10.3% | 5,925 | +15.9% | 0.01% | 0.0% |
| Q1 2023 | $326,606 | -45.4% | 5,112 | -50.0% | 0.01% | 0.0% |
| Q4 2022 | $598,104 | -12.8% | 10,224 | -13.7% | 0.01% | -16.7% |
| Q3 2022 | $686,015 | +60.6% | 11,850 | +67.4% | 0.01% | -33.3% |
| Q2 2022 | $427,157 | +600.3% | 7,078 | +645.8% | 0.01% | +200.0% |
| Q4 2020 | $61,000 | +662.5% | 949 | +2691.2% | 0.00% | +200.0% |
| Q3 2020 | $8,000 | -88.6% | 34 | -90.0% | 0.00% | -87.5% |
| Q2 2020 | $70,000 | +37.3% | 340 | +11.1% | 0.01% | +14.3% |
| Q1 2020 | $51,000 | -91.4% | 306 | 0.0% | 0.01% | +16.7% |
| Q4 2019 | $593,000 | +978.2% | 306 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $55,000 | 0.0% | 306 | 0.0% | 0.01% | +16.7% |
| Q2 2019 | $55,000 | +3.8% | 306 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $53,000 | – | 306 | – | 0.01% | – |
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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% |