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 | $1,642,818 | +0.5% | 24,011 | +3.5% | 0.24% | +2.6% |
| Q2 2023 | $1,634,838 | +2.2% | 23,196 | -7.3% | 0.23% | -4.1% |
| Q1 2023 | $1,599,238 | +5.9% | 25,031 | -3.1% | 0.24% | -1.2% |
| Q4 2022 | $1,510,627 | +16.9% | 25,823 | +15.6% | 0.25% | -0.4% |
| Q3 2022 | $1,292,000 | +6.1% | 22,341 | +10.7% | 0.25% | +10.3% |
| Q2 2022 | $1,218,000 | -21.8% | 20,176 | -1.1% | 0.22% | -13.8% |
| Q1 2022 | $1,558,000 | +103.7% | 20,402 | +123.1% | 0.26% | +79.3% |
| Q4 2021 | $765,000 | +29.2% | 9,143 | +14.2% | 0.14% | +16.0% |
| Q3 2021 | $592,000 | +3.9% | 8,005 | +2.1% | 0.12% | +0.8% |
| Q2 2021 | $570,000 | +11.8% | 7,842 | +0.1% | 0.12% | +0.8% |
| Q1 2021 | $510,000 | -36.4% | 7,837 | -37.7% | 0.12% | +53.8% |
| Q4 2020 | $802,000 | +10.5% | 12,572 | +300.1% | 0.08% | -5.9% |
| Q3 2020 | $726,000 | +11.3% | 3,142 | +0.0% | 0.08% | +18.1% |
| Q2 2020 | $652,000 | -32.9% | 3,141 | -46.6% | 0.07% | -45.9% |
| Q1 2020 | $972,000 | +137.1% | 5,887 | +177.8% | 0.13% | +125.4% |
| Q4 2019 | $410,000 | +48.0% | 2,119 | +37.9% | 0.06% | +13.5% |
| Q3 2019 | $277,000 | -21.5% | 1,537 | -22.1% | 0.05% | -23.5% |
| Q2 2019 | $353,000 | +4.1% | 1,972 | +0.2% | 0.07% | -1.4% |
| Q1 2019 | $339,000 | +66.2% | 1,968 | +45.0% | 0.07% | +27.8% |
| Q4 2018 | $204,000 | – | 1,357 | – | 0.05% | – |
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% |