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 | $5,609,865 | -6.1% | 81,992 | -3.2% | 2.54% | -6.3% |
| Q2 2023 | $5,971,984 | +7.2% | 84,733 | -2.9% | 2.72% | +3.1% |
| Q1 2023 | $5,572,548 | -14.3% | 87,221 | -21.5% | 2.63% | -11.6% |
| Q4 2022 | $6,503,416 | +2953.2% | 111,170 | +2915.2% | 2.98% | +1509.7% |
| Q3 2022 | $213,000 | -85.6% | 3,687 | -84.9% | 0.18% | -85.0% |
| Q2 2022 | $1,478,000 | +27.2% | 24,492 | +76.3% | 1.23% | +43.9% |
| Q4 2021 | $1,162,000 | – | 13,889 | – | 0.86% | – |
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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% |