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 | $938,410 | +2.1% | 13,716 | +5.2% | 0.07% | +14.1% |
| Q2 2023 | $918,782 | +12.8% | 13,036 | +3.7% | 0.06% | +12.3% |
| Q1 2023 | $814,814 | +19.0% | 12,567 | +7.3% | 0.06% | -10.9% |
| Q4 2022 | $684,861 | -47.4% | 11,707 | -47.9% | 0.06% | -41.8% |
| Q3 2022 | $1,301,000 | +31.7% | 22,486 | +37.3% | 0.11% | +39.2% |
| Q2 2022 | $988,000 | -16.8% | 16,378 | +5.3% | 0.08% | -1.2% |
| Q1 2022 | $1,188,000 | – | 15,557 | – | 0.08% | – |
Download | ||||||
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% |