ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $358,495 | -2.9% | 5,239 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $369,289 | +10.3% | 5,239 | 0.0% | 0.04% | +5.4% |
| Q1 2023 | $334,738 | +7.7% | 5,239 | -1.4% | 0.04% | +5.7% |
| Q4 2022 | $310,857 | +1.3% | 5,313 | 0.0% | 0.04% | -14.6% |
| Q3 2022 | $307,000 | -7.0% | 5,313 | -3.0% | 0.04% | -2.4% |
| Q2 2022 | $330,000 | -21.1% | 5,475 | +0.0% | 0.04% | -8.7% |
| Q1 2022 | $418,000 | -47.5% | 5,474 | -42.5% | 0.05% | -47.1% |
| Q4 2021 | $796,000 | -42.5% | 9,518 | -5.3% | 0.09% | 0.0% |
| Q3 2021 | $1,384,000 | +98.6% | 10,055 | +4.8% | 0.09% | -3.3% |
| Q2 2021 | $697,000 | +52.5% | 9,591 | +36.6% | 0.09% | +36.4% |
| Q1 2021 | $457,000 | -4.2% | 7,023 | -6.1% | 0.07% | -9.6% |
| Q4 2020 | $477,000 | +75.4% | 7,483 | +534.7% | 0.07% | +58.7% |
| Q3 2020 | $272,000 | -1.4% | 1,179 | -11.6% | 0.05% | -8.0% |
| Q2 2020 | $276,000 | +25.5% | 1,334 | 0.0% | 0.05% | +13.6% |
| Q1 2020 | $220,000 | -16.0% | 1,334 | -1.8% | 0.04% | +2.3% |
| Q4 2019 | $262,000 | +3.1% | 1,358 | -4.0% | 0.04% | -8.5% |
| Q3 2019 | $254,000 | +0.4% | 1,415 | 0.0% | 0.05% | +4.4% |
| Q2 2019 | $253,000 | +4.1% | 1,415 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $243,000 | +3.4% | 1,415 | -9.3% | 0.04% | -8.2% |
| Q4 2018 | $235,000 | -58.8% | 1,560 | -51.6% | 0.05% | -51.5% |
| Q3 2018 | $570,000 | +0.2% | 3,222 | -7.9% | 0.10% | -5.6% |
| Q2 2018 | $569,000 | +4.0% | 3,497 | -0.9% | 0.11% | -16.4% |
| Q1 2018 | $547,000 | +2.1% | 3,529 | +0.6% | 0.13% | +24.3% |
| Q4 2017 | $536,000 | +132.0% | 3,507 | +118.1% | 0.10% | +114.6% |
| Q3 2017 | $231,000 | -8.3% | 1,608 | -12.8% | 0.05% | -12.7% |
| Q2 2017 | $252,000 | +14.5% | 1,843 | +10.3% | 0.06% | +3.8% |
| Q1 2017 | $220,000 | – | 1,671 | – | 0.05% | – |
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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% |