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 2022 | $5,727,509 | -8.1% | 99,006 | -4.1% | 0.24% | -5.1% |
| Q2 2022 | $6,233,558 | -70.6% | 103,290 | -62.8% | 0.26% | -64.6% |
| Q1 2022 | $21,189,762 | +26.1% | 277,426 | +38.2% | 0.72% | +27.5% |
| Q4 2021 | $16,797,836 | +27.8% | 200,763 | +12.9% | 0.57% | +15.0% |
| Q3 2021 | $13,141,403 | +30.8% | 177,803 | +28.7% | 0.49% | +26.7% |
| Q2 2021 | $10,050,273 | +5.6% | 138,186 | -5.4% | 0.39% | -6.3% |
| Q1 2021 | $9,513,441 | -17.5% | 146,113 | -19.1% | 0.42% | -29.7% |
| Q4 2020 | $11,532,875 | +7.8% | 180,709 | +290.4% | 0.59% | -4.4% |
| Q3 2020 | $10,696,754 | +1.5% | 46,290 | -8.8% | 0.62% | -10.2% |
| Q2 2020 | $10,536,563 | +45.3% | 50,781 | +15.6% | 0.69% | +13.9% |
| Q1 2020 | $7,253,255 | -3.1% | 43,946 | +13.7% | 0.60% | +13.3% |
| Q4 2019 | $7,482,426 | +13.6% | 38,641 | +5.6% | 0.53% | -1.5% |
| Q3 2019 | $6,587,516 | +10.3% | 36,591 | +9.8% | 0.54% | +7.4% |
| Q2 2019 | $5,970,614 | +10.0% | 33,311 | +5.7% | 0.50% | -1.8% |
| Q1 2019 | $5,429,777 | +35.4% | 31,503 | +18.4% | 0.51% | +3.4% |
| Q4 2018 | $4,009,302 | +2.6% | 26,610 | +20.7% | 0.50% | +10.2% |
| Q3 2018 | $3,906,593 | +17.7% | 22,050 | +8.0% | 0.45% | -0.7% |
| Q2 2018 | $3,319,409 | -18.9% | 20,413 | -22.6% | 0.45% | -25.8% |
| Q1 2018 | $4,092,036 | +95.9% | 26,388 | +93.0% | 0.61% | +84.5% |
| Q4 2017 | $2,089,326 | – | 13,676 | – | 0.33% | – |
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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% |