ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $592 | -3.9% | 8,625 | -10.6% | 0.16% | +14.8% |
| Q1 2023 | $616 | +9.2% | 9,647 | +0.0% | 0.14% | -0.7% |
| Q4 2022 | $564 | -99.9% | 9,646 | 0.0% | 0.14% | -11.1% |
| Q3 2022 | $558,000 | -4.1% | 9,646 | 0.0% | 0.15% | -3.8% |
| Q2 2022 | $582,000 | -80.2% | 9,646 | -74.9% | 0.16% | -78.7% |
| Q1 2022 | $2,933,000 | +257.2% | 38,400 | +291.4% | 0.75% | +240.0% |
| Q4 2021 | $821,000 | +14.7% | 9,811 | -0.3% | 0.22% | -10.9% |
| Q2 2021 | $716,000 | +10.2% | 9,840 | 0.0% | 0.25% | +3.8% |
| Q1 2021 | $650,000 | +2.7% | 9,840 | -0.8% | 0.24% | -16.5% |
| Q4 2020 | $633,000 | +10.1% | 9,924 | +299.0% | 0.28% | -6.9% |
| Q3 2020 | $575,000 | +11.4% | 2,487 | 0.0% | 0.31% | +2.0% |
| Q2 2020 | $516,000 | +23.2% | 2,487 | -1.9% | 0.30% | +3.4% |
| Q1 2020 | $419,000 | +4.5% | 2,536 | +22.6% | 0.29% | +19.3% |
| Q4 2019 | $401,000 | – | 2,069 | – | 0.24% | – |
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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% |