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 | $27,910,092 | +18.0% | 407,923 | +21.6% | 0.27% | +15.6% |
| Q2 2023 | $23,649,141 | +4.8% | 335,544 | -5.0% | 0.24% | -3.3% |
| Q1 2023 | $22,569,620 | -14.3% | 353,258 | -21.5% | 0.24% | +4.7% |
| Q4 2022 | $26,322,777 | -99.9% | 449,962 | -26.5% | 0.23% | +23.8% |
| Q3 2022 | $17,715,698,000 | +106556.8% | 611,872 | +122.3% | 0.19% | +10.5% |
| Q2 2022 | $16,610,000 | -32.7% | 275,232 | -14.8% | 0.17% | -33.5% |
| Q1 2022 | $24,673,000 | -5.3% | 323,028 | +3.7% | 0.26% | -2.7% |
| Q4 2021 | $26,059,000 | +3.4% | 311,449 | -8.6% | 0.26% | +4.8% |
| Q3 2021 | $25,199,000 | +12.8% | 340,940 | +11.0% | 0.25% | -0.8% |
| Q2 2021 | $22,342,000 | +0.6% | 307,195 | -9.9% | 0.25% | -9.9% |
| Q1 2021 | $22,211,000 | -25.8% | 341,136 | -27.6% | 0.28% | -18.7% |
| Q4 2020 | $29,951,000 | -99.9% | 471,079 | +387.1% | 0.35% | -16.6% |
| Q3 2020 | $22,292,000,000 | – | 96,720 | – | 0.42% | – |
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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% |