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 | $374,942 | -2.9% | 5,480 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $386,230 | +10.3% | 5,480 | 0.0% | 0.06% | +3.7% |
| Q1 2023 | $350,117 | +9.2% | 5,480 | 0.0% | 0.05% | +1.9% |
| Q4 2022 | $320,580 | +1.1% | 5,480 | 0.0% | 0.05% | -7.0% |
| Q3 2022 | $317,000 | -4.2% | 5,480 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $331,000 | -21.0% | 5,480 | 0.0% | 0.06% | -8.2% |
| Q1 2022 | $419,000 | -8.7% | 5,480 | 0.0% | 0.06% | -4.7% |
| Q4 2021 | $459,000 | +13.3% | 5,480 | 0.0% | 0.06% | +4.9% |
| Q3 2021 | $405,000 | +1.5% | 5,480 | 0.0% | 0.06% | +1.7% |
| Q2 2021 | $399,000 | +11.8% | 5,480 | 0.0% | 0.06% | +5.3% |
| Q1 2021 | $357,000 | +2.0% | 5,480 | 0.0% | 0.06% | -5.0% |
| Q4 2020 | $350,000 | +10.4% | 5,480 | +300.0% | 0.06% | -1.6% |
| Q3 2020 | $317,000 | +11.6% | 1,370 | 0.0% | 0.06% | +3.4% |
| Q2 2020 | $284,000 | +21.4% | 1,370 | -3.5% | 0.06% | +5.4% |
| Q1 2020 | $234,000 | -14.9% | 1,420 | 0.0% | 0.06% | +1.8% |
| Q4 2019 | $275,000 | +7.4% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $256,000 | +0.4% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $255,000 | +4.1% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $245,000 | +14.5% | 1,420 | 0.0% | 0.06% | +3.8% |
| Q4 2018 | $214,000 | -15.1% | 1,420 | 0.0% | 0.05% | -3.6% |
| Q3 2018 | $252,000 | +9.1% | 1,420 | 0.0% | 0.06% | +3.8% |
| Q2 2018 | $231,000 | -2.1% | 1,420 | -6.6% | 0.05% | -5.4% |
| Q1 2018 | $236,000 | +1.7% | 1,520 | 0.0% | 0.06% | +7.7% |
| Q4 2017 | $232,000 | +6.4% | 1,520 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $218,000 | +4.8% | 1,520 | 0.0% | 0.05% | +4.1% |
| Q2 2017 | $208,000 | -21.8% | 1,520 | -24.8% | 0.05% | -22.2% |
| Q1 2017 | $266,000 | +8.1% | 2,020 | 0.0% | 0.06% | +5.0% |
| Q4 2016 | $246,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
| Q3 2016 | $246,000 | +4.7% | 2,020 | 0.0% | 0.06% | +3.4% |
| Q2 2016 | $235,000 | +0.4% | 2,020 | 0.0% | 0.06% | -1.7% |
| Q1 2016 | $234,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
| Q4 2015 | $234,000 | +7.3% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $218,000 | -5.2% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $230,000 | 0.0% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $230,000 | – | 2,020 | – | 0.06% | – |
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% |