ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $399 | +19.1% | 5,831 | +22.6% | 0.03% | +31.8% |
| Q2 2023 | $335 | +13.6% | 4,756 | +2.9% | 0.02% | +10.0% |
| Q1 2023 | $295 | +8.9% | 4,620 | -0.4% | 0.02% | +5.3% |
| Q4 2022 | $271 | -99.9% | 4,639 | -0.9% | 0.02% | -17.4% |
| Q3 2022 | $271,000 | -3.9% | 4,679 | +0.0% | 0.02% | +15.0% |
| Q2 2022 | $282,000 | -21.0% | 4,678 | 0.0% | 0.02% | -25.9% |
| Q1 2022 | $357,000 | -8.7% | 4,678 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $391,000 | +13.0% | 4,678 | 0.0% | 0.03% | +3.8% |
| Q3 2021 | $346,000 | +1.8% | 4,678 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $340,000 | +18.1% | 4,678 | +5.8% | 0.03% | -3.7% |
| Q1 2021 | $288,000 | +2.1% | 4,421 | 0.0% | 0.03% | -3.6% |
| Q4 2020 | $282,000 | +10.6% | 4,421 | +300.1% | 0.03% | -3.4% |
| Q3 2020 | $255,000 | +11.4% | 1,105 | 0.0% | 0.03% | +3.6% |
| Q2 2020 | $229,000 | -2.1% | 1,105 | -8.4% | 0.03% | +12.0% |
| Q4 2019 | $234,000 | +7.8% | 1,206 | -0.1% | 0.02% | 0.0% |
| Q3 2019 | $217,000 | +0.5% | 1,207 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $216,000 | +3.8% | 1,207 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $208,000 | – | 1,207 | – | 0.02% | – |
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% |