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 | $457,283 | -2.9% | 6,682 | -0.0% | 0.23% | +2.7% |
| Q2 2023 | $471,051 | +10.5% | 6,684 | +0.2% | 0.22% | +6.7% |
| Q1 2023 | $426,318 | +9.5% | 6,673 | +0.2% | 0.21% | 0.0% |
| Q4 2022 | $389,479 | -99.9% | 6,658 | -15.4% | 0.21% | -16.3% |
| Q3 2022 | $449,483,000 | +12.3% | 7,871 | +18.7% | 0.25% | +30.1% |
| Q2 2022 | $400,359,000 | +79336.3% | 6,633 | +0.3% | 0.19% | -15.0% |
| Q1 2022 | $504,000 | -8.9% | 6,611 | 0.0% | 0.23% | -0.9% |
| Q4 2021 | $553,000 | +13.3% | 6,611 | +0.1% | 0.23% | +6.5% |
| Q3 2021 | $488,000 | +1.7% | 6,604 | 0.0% | 0.22% | +2.9% |
| Q2 2021 | $480,000 | +11.9% | 6,604 | 0.0% | 0.21% | -3.7% |
| Q1 2021 | $429,000 | +1.9% | 6,604 | 0.0% | 0.22% | -8.4% |
| Q4 2020 | $421,000 | – | 6,604 | – | 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% |