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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,221,138 | +1164.4% | 544,010 | +1202.4% | 0.12% | +281.2% |
| Q2 2023 | $2,943,851 | -2.0% | 41,769 | -11.2% | 0.03% | -8.6% |
| Q1 2023 | $3,005,229 | +100.7% | 47,038 | +91.3% | 0.04% | +84.2% |
| Q4 2022 | $1,497,534 | +8.3% | 24,594 | +3.7% | 0.02% | -5.0% |
| Q3 2022 | $1,383,000 | -7.2% | 23,707 | +0.9% | 0.02% | -4.8% |
| Q2 2022 | $1,490,000 | -23.5% | 23,495 | -6.2% | 0.02% | -19.2% |
| Q1 2022 | $1,948,000 | +16.6% | 25,038 | +14.0% | 0.03% | +8.3% |
| Q4 2021 | $1,671,000 | -0.2% | 21,969 | +3.7% | 0.02% | -4.0% |
| Q3 2021 | $1,674,000 | +39.3% | 21,189 | +31.6% | 0.02% | +31.6% |
| Q2 2021 | $1,202,000 | +23.7% | 16,107 | +11.6% | 0.02% | +5.6% |
| Q1 2021 | $972,000 | +64.2% | 14,431 | +53.7% | 0.02% | +38.5% |
| Q4 2020 | $592,000 | +17.2% | 9,387 | +354.1% | 0.01% | 0.0% |
| Q3 2020 | $505,000 | +38.0% | 2,067 | +25.0% | 0.01% | +18.2% |
| Q2 2020 | $366,000 | +31.2% | 1,654 | +8.4% | 0.01% | +10.0% |
| Q1 2020 | $279,000 | -19.6% | 1,526 | -14.3% | 0.01% | -16.7% |
| Q4 2019 | $347,000 | – | 1,781 | – | 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% |