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 | $325,953 | -3.3% | 4,764 | -0.4% | 0.22% | +1.8% |
Q2 2023 | $336,965 | +7.3% | 4,781 | -2.8% | 0.22% | +21.5% |
Q1 2023 | $314,122 | +109350.2% | 4,917 | +0.2% | 0.18% | +19.9% |
Q4 2022 | $287 | -99.9% | 4,906 | -4.6% | 0.15% | -13.2% |
Q3 2022 | $298,000 | -12.4% | 5,143 | -8.7% | 0.17% | -8.9% |
Q2 2022 | $340,000 | -38.6% | 5,634 | -22.4% | 0.19% | -33.7% |
Q1 2022 | $554,000 | -30.3% | 7,256 | -23.6% | 0.29% | -29.6% |
Q4 2021 | $795,000 | – | 9,497 | – | 0.41% | – |
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% |