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 | $204,381 | -2.9% | 2,987 | 0.0% | 0.11% | +1.0% |
| Q2 2023 | $210,535 | +3.5% | 2,987 | -6.2% | 0.10% | -2.8% |
| Q1 2023 | $203,472 | -25.4% | 3,185 | -31.7% | 0.11% | -29.9% |
| Q4 2022 | $272,616 | +1.0% | 4,660 | -0.1% | 0.15% | -9.4% |
| Q3 2022 | $270,000 | -6.6% | 4,665 | -2.4% | 0.17% | +0.6% |
| Q2 2022 | $289,000 | -42.2% | 4,781 | -27.0% | 0.17% | -38.3% |
| Q1 2022 | $500,000 | -7.4% | 6,546 | +1.5% | 0.27% | +1.1% |
| Q4 2021 | $540,000 | +13.4% | 6,452 | +0.1% | 0.27% | +3.0% |
| Q3 2021 | $476,000 | +1.7% | 6,446 | +0.1% | 0.26% | +2.3% |
| Q2 2021 | $468,000 | +11.7% | 6,438 | +0.1% | 0.26% | +8.4% |
| Q1 2021 | $419,000 | -7.9% | 6,432 | -9.8% | 0.24% | -25.0% |
| Q4 2020 | $455,000 | +47.2% | 7,132 | +432.6% | 0.32% | +13.3% |
| Q3 2020 | $309,000 | +23.1% | 1,339 | +10.4% | 0.28% | +9.0% |
| Q2 2020 | $251,000 | +17.3% | 1,213 | -6.5% | 0.26% | -5.9% |
| Q1 2020 | $214,000 | +5.9% | 1,298 | +24.2% | 0.27% | +94.3% |
| Q4 2019 | $202,000 | +8.0% | 1,045 | +0.8% | 0.14% | +14.8% |
| Q3 2019 | $187,000 | +0.5% | 1,037 | +0.2% | 0.12% | -2.4% |
| Q2 2019 | $186,000 | – | 1,035 | – | 0.12% | – |
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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% |