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 2023 | $4,061,569 | -69.5% | 59,362 | -68.6% | 1.13% | -69.2% |
| Q2 2023 | $13,330,706 | +6532.2% | 189,142 | +7075.3% | 3.65% | +5988.3% |
| Q1 2022 | $201,000 | -8.6% | 2,636 | +0.2% | 0.06% | -4.8% |
| Q4 2021 | $220,000 | +8.9% | 2,632 | -5.4% | 0.06% | +5.0% |
| Q2 2021 | $202,000 | -89.7% | 2,783 | -67.1% | 0.06% | -94.3% |
| Q3 2020 | $1,957,000 | -43.9% | 8,471 | -49.6% | 1.06% | -27.2% |
| Q2 2020 | $3,489,000 | +71.3% | 16,818 | +36.3% | 1.46% | -6.5% |
| Q1 2020 | $2,037,000 | -55.0% | 12,342 | -47.2% | 1.56% | -5.5% |
| Q4 2019 | $4,529,000 | +59.4% | 23,392 | +48.2% | 1.65% | +11.1% |
| Q3 2019 | $2,841,000 | +12.7% | 15,785 | +12.2% | 1.48% | +3.0% |
| Q2 2019 | $2,520,000 | +920.2% | 14,064 | +878.0% | 1.44% | +567.1% |
| Q1 2019 | $247,000 | -44.7% | 1,438 | -51.6% | 0.22% | -48.8% |
| Q4 2018 | $447,000 | – | 2,973 | – | 0.42% | – |
Download | ||||||
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% |