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 | $4,110 | -4.6% | 62,481 | +2.2% | 3.08% | +2.7% |
| Q2 2023 | $4,310 | +9.4% | 61,165 | -0.8% | 3.00% | +19.0% |
| Q1 2023 | $3,939 | +10.2% | 61,656 | +0.8% | 2.52% | +6.1% |
| Q4 2022 | $3,576 | -99.7% | 61,142 | +209.4% | 2.38% | +197.7% |
| Q3 2022 | $1,127,000 | -5.5% | 19,760 | 0.0% | 0.80% | -2.6% |
| Q2 2022 | $1,193,000 | -22.6% | 19,760 | -2.0% | 0.82% | -24.2% |
| Q1 2022 | $1,541,000 | +1.8% | 20,173 | -1.8% | 1.08% | -7.4% |
| Q4 2021 | $1,514,000 | -8.6% | 20,537 | -3.3% | 1.17% | +18.7% |
| Q3 2021 | $1,657,000 | -1.4% | 21,231 | -5.4% | 0.98% | -6.7% |
| Q2 2021 | $1,680,000 | +11.3% | 22,451 | -3.1% | 1.05% | +3.1% |
| Q1 2021 | $1,509,000 | -19.0% | 23,174 | -20.6% | 1.02% | -24.8% |
| Q4 2020 | $1,863,000 | +2.1% | 29,192 | +290.6% | 1.36% | -3.3% |
| Q3 2020 | $1,824,000 | -7.3% | 7,473 | -21.2% | 1.40% | -15.2% |
| Q2 2020 | $1,967,000 | +19.1% | 9,478 | -5.3% | 1.66% | -2.3% |
| Q1 2020 | $1,652,000 | -19.1% | 10,011 | -4.0% | 1.69% | -16.9% |
| Q4 2019 | $2,043,000 | – | 10,429 | – | 2.04% | – |
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% |