ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,003 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $90,618,000 | -20.8% | 1,502 | +0.2% | 0.06% | -9.1% |
| Q1 2022 | $114,487,000 | -8.6% | 1,499 | +0.1% | 0.07% | -7.0% |
| Q4 2021 | $125,215,000 | +12.0% | 1,497 | -1.1% | 0.07% | +4.4% |
| Q3 2021 | $111,797,000 | +1.6% | 1,513 | 0.0% | 0.07% | 0.0% |
| Q2 2021 | $110,012,000 | +10.5% | 1,513 | -1.0% | 0.07% | -1.4% |
| Q1 2021 | $99,536,000 | +2.0% | 1,529 | 0.0% | 0.07% | -11.5% |
| Q4 2020 | $97,564,000 | +10.7% | 1,529 | +301.3% | 0.08% | -6.0% |
| Q3 2020 | $88,134,000 | – | 381 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |