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 | $314,116 | -3.9% | 4,591 | -1.1% | 0.09% | -1.1% |
| Q2 2023 | $327,027 | +10.3% | 4,640 | 0.0% | 0.09% | +5.9% |
| Q1 2023 | $296,450 | +9.2% | 4,640 | 0.0% | 0.08% | +1.2% |
| Q4 2022 | $271,440 | +1.1% | 4,640 | 0.0% | 0.08% | -7.7% |
| Q3 2022 | $268,424 | -4.1% | 4,640 | 0.0% | 0.09% | +1.1% |
| Q2 2022 | $280,024 | -26.3% | 4,640 | -6.8% | 0.09% | -23.1% |
| Q1 2022 | $380,067 | -8.7% | 4,976 | 0.0% | 0.12% | -7.1% |
| Q4 2021 | $416,342 | +13.2% | 4,976 | 0.0% | 0.13% | +2.4% |
| Q3 2021 | $367,776 | +1.6% | 4,976 | 0.0% | 0.12% | -6.1% |
| Q2 2021 | $361,904 | +11.7% | 4,976 | 0.0% | 0.13% | +1.6% |
| Q1 2021 | $323,987 | -53.1% | 4,976 | +39.4% | 0.13% | -63.4% |
| Q4 2019 | $691,164 | +8.2% | 3,569 | +0.6% | 0.35% | -3.8% |
| Q3 2019 | $638,599 | – | 3,547 | – | 0.37% | – |
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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% |