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 | $100,404,000 | +13.2% | 1,200 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $88,692,000 | +1.6% | 1,200 | 0.0% | 0.06% | +5.5% |
| Q2 2021 | $87,276,000 | +11.7% | 1,200 | 0.0% | 0.06% | +7.8% |
| Q1 2021 | $78,132,000 | +2.0% | 1,200 | 0.0% | 0.05% | -8.9% |
| Q4 2020 | $76,584,000 | +2.0% | 1,200 | +269.2% | 0.06% | -12.5% |
| Q3 2020 | $75,101,000 | -3.5% | 325 | -13.3% | 0.06% | -12.3% |
| Q2 2020 | $77,808,000 | -14.3% | 375 | -31.8% | 0.07% | -27.0% |
| Q1 2020 | $90,777,000 | -14.8% | 550 | 0.0% | 0.10% | +23.5% |
| Q4 2019 | $106,502,000 | +7.6% | 550 | 0.0% | 0.08% | +6.6% |
| Q3 2019 | $99,017,000 | +0.4% | 550 | 0.0% | 0.08% | -9.5% |
| Q2 2019 | $98,582,000 | +4.0% | 550 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $94,798,000 | +4.9% | 550 | -8.3% | 0.08% | -6.6% |
| Q4 2018 | $90,402,000 | – | 600 | – | 0.09% | – |
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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% |