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 | $138,140 | -2.9% | 2,019 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $142,300 | +10.3% | 2,019 | 0.0% | 0.06% | +3.2% |
| Q1 2023 | $128,994 | +9.2% | 2,019 | 0.0% | 0.06% | +1.6% |
| Q4 2022 | $118,112 | +1.0% | 2,019 | 0.0% | 0.06% | -3.2% |
| Q3 2022 | $117,000 | -4.1% | 2,019 | 0.0% | 0.06% | -1.6% |
| Q2 2022 | $122,000 | -20.8% | 2,019 | 0.0% | 0.06% | -9.9% |
| Q1 2022 | $154,000 | -8.9% | 2,019 | 0.0% | 0.07% | -6.6% |
| Q4 2021 | $169,000 | +13.4% | 2,019 | 0.0% | 0.08% | +2.7% |
| Q3 2021 | $149,000 | +1.4% | 2,019 | 0.0% | 0.07% | -1.3% |
| Q2 2021 | $147,000 | +12.2% | 2,019 | 0.0% | 0.08% | +4.2% |
| Q1 2021 | $131,000 | -3.0% | 2,019 | -4.2% | 0.07% | -10.0% |
| Q4 2020 | $135,000 | +10.7% | 2,108 | +300.0% | 0.08% | -1.2% |
| Q3 2020 | $122,000 | +11.9% | 527 | 0.0% | 0.08% | +1.2% |
| Q2 2020 | $109,000 | +25.3% | 527 | 0.0% | 0.08% | +5.3% |
| Q1 2020 | $87,000 | -14.7% | 527 | 0.0% | 0.08% | +5.6% |
| Q4 2019 | $102,000 | – | 527 | – | 0.07% | – |
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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% |