ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,030,135 | +10.8% | 14,616 | +0.8% | 0.95% | +10.7% |
| Q1 2023 | $930,060 | +4.5% | 14,505 | -4.7% | 0.86% | +7.0% |
| Q4 2022 | $890,429 | +1.2% | 15,221 | 0.0% | 0.80% | +0.6% |
| Q3 2022 | $880,000 | -2.1% | 15,221 | +2.2% | 0.80% | +7.2% |
| Q2 2022 | $899,000 | -17.9% | 14,898 | +3.9% | 0.75% | -4.5% |
| Q1 2022 | $1,095,000 | -5.6% | 14,338 | 0.0% | 0.78% | -2.5% |
| Q4 2021 | $1,160,000 | +5.7% | 14,338 | -2.4% | 0.80% | +3.0% |
| Q3 2021 | $1,097,000 | 0.0% | 14,694 | 0.0% | 0.78% | -3.8% |
| Q2 2021 | $1,097,000 | +8.6% | 14,694 | 0.0% | 0.81% | +7.7% |
| Q1 2021 | $1,010,000 | +4.6% | 14,694 | -2.9% | 0.75% | -7.2% |
| Q4 2020 | $966,000 | +10.5% | 15,140 | +300.0% | 0.81% | -10.7% |
| Q3 2020 | $874,000 | +11.3% | 3,785 | 0.0% | 0.91% | +8.0% |
| Q2 2020 | $785,000 | +25.6% | 3,785 | 0.0% | 0.84% | +15.1% |
| Q1 2020 | $625,000 | -17.8% | 3,785 | -3.6% | 0.73% | +0.6% |
| Q4 2019 | $760,000 | – | 3,928 | – | 0.72% | – |
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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% |