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 | $221,950 | -9.9% | 3,157 | -8.7% | 0.07% | -9.1% |
| Q2 2023 | $246,280 | +3.6% | 3,456 | -6.9% | 0.08% | -6.1% |
| Q1 2023 | $237,797 | +8.5% | 3,712 | -0.3% | 0.08% | +1.2% |
| Q4 2022 | $219,191 | -35.5% | 3,722 | +13.4% | 0.08% | -43.0% |
| Q3 2022 | $340,000 | +20.1% | 3,282 | -27.7% | 0.14% | -7.8% |
| Q2 2022 | $283,000 | -18.7% | 4,542 | -0.2% | 0.15% | -1.3% |
| Q1 2022 | $348,000 | -2.2% | 4,553 | +128.6% | 0.16% | -46.4% |
| Q4 2021 | $356,000 | +4.7% | 1,992 | 0.0% | 0.29% | -1.7% |
| Q3 2021 | $340,000 | +13.3% | 1,992 | -51.8% | 0.30% | +12.1% |
| Q2 2021 | $300,000 | – | 4,129 | – | 0.26% | – |
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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% |