ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,347,270 | +3.2% | 48,922 | +6.3% | 0.61% | +6.8% |
| Q2 2023 | $3,243,066 | +12.0% | 46,014 | +1.5% | 0.57% | -8.9% |
| Q1 2023 | $2,895,871 | +24.2% | 45,326 | +13.7% | 0.63% | +25.0% |
| Q4 2022 | $2,332,494 | +10.2% | 39,872 | +8.9% | 0.50% | -14.6% |
| Q3 2022 | $2,117,000 | +9.7% | 36,599 | +14.5% | 0.59% | +12.4% |
| Q2 2022 | $1,929,000 | -14.9% | 31,963 | +7.8% | 0.52% | -10.3% |
| Q1 2022 | $2,266,000 | +3.8% | 29,662 | +13.7% | 0.58% | -48.0% |
| Q4 2021 | $2,183,000 | +24.2% | 26,091 | +9.7% | 1.12% | +13.1% |
| Q3 2021 | $1,758,000 | -2.4% | 23,779 | +0.0% | 0.99% | -6.3% |
| Q2 2021 | $1,801,000 | +22.8% | 23,768 | +5.5% | 1.06% | +11.4% |
| Q1 2021 | $1,467,000 | +10.7% | 22,535 | +8.5% | 0.95% | +2.4% |
| Q4 2020 | $1,325,000 | – | 20,769 | – | 0.93% | – |
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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% |