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 2022 | $200,000 | -11.5% | 3,460 | -7.6% | 0.16% | -7.7% |
| Q2 2022 | $226,000 | -21.3% | 3,746 | -0.5% | 0.17% | -8.7% |
| Q1 2022 | $287,000 | -25.1% | 3,763 | -17.7% | 0.18% | -23.0% |
| Q4 2021 | $383,000 | +52.0% | 4,573 | +34.2% | 0.24% | +35.8% |
| Q3 2021 | $252,000 | +2.9% | 3,408 | +1.2% | 0.18% | +6.0% |
| Q2 2021 | $245,000 | +21.3% | 3,367 | +8.4% | 0.17% | +8.5% |
| Q1 2021 | $202,000 | -2.9% | 3,106 | -4.6% | 0.15% | -10.5% |
| Q4 2020 | $208,000 | -2.3% | 3,256 | +252.8% | 0.17% | -16.2% |
| Q3 2020 | $213,000 | +1.9% | 923 | -14.5% | 0.20% | +2.5% |
| Q4 2019 | $209,000 | +7.7% | 1,080 | 0.0% | 0.20% | +21.3% |
| Q3 2019 | $194,000 | 0.0% | 1,080 | 0.0% | 0.16% | -3.0% |
| Q2 2019 | $194,000 | – | 1,080 | – | 0.17% | – |
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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% |