ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,038 | +1.9% | 73,634 | +5.0% | 0.55% | +5.0% |
Q2 2023 | $4,942 | +6.2% | 70,125 | -3.7% | 0.52% | -4.8% |
Q1 2023 | $4,652 | +15.8% | 72,814 | +6.0% | 0.55% | +12.8% |
Q4 2022 | $4,018 | -99.9% | 68,691 | -0.1% | 0.48% | -7.1% |
Q3 2022 | $3,977,000 | -4.2% | 68,748 | -0.1% | 0.52% | +3.8% |
Q2 2022 | $4,152,000 | -21.5% | 68,799 | -0.6% | 0.50% | -4.2% |
Q1 2022 | $5,289,000 | -14.0% | 69,245 | -5.8% | 0.52% | -10.6% |
Q4 2021 | $6,150,000 | +10.9% | 73,498 | -2.0% | 0.59% | +1.4% |
Q3 2021 | $5,546,000 | -3.1% | 75,034 | -4.7% | 0.58% | -3.7% |
Q2 2021 | $5,724,000 | +9.7% | 78,705 | -1.8% | 0.60% | +0.8% |
Q1 2021 | $5,217,000 | -6.4% | 80,123 | -8.2% | 0.60% | -11.7% |
Q4 2020 | $5,573,000 | +11.3% | 87,319 | +303.0% | 0.68% | -4.8% |
Q3 2020 | $5,007,000 | +19.1% | 21,669 | -14.9% | 0.71% | -13.6% |
Q1 2020 | $4,203,000 | -17.7% | 25,465 | -3.5% | 0.82% | +6.1% |
Q4 2019 | $5,110,000 | +5.4% | 26,391 | -2.0% | 0.77% | -5.5% |
Q3 2019 | $4,846,000 | +7.7% | 26,920 | +7.2% | 0.82% | +3.1% |
Q2 2019 | $4,501,000 | +1.1% | 25,114 | -2.8% | 0.79% | -2.6% |
Q1 2019 | $4,453,000 | +22.7% | 25,835 | +7.3% | 0.82% | +3.2% |
Q4 2018 | $3,628,000 | -14.2% | 24,082 | +0.9% | 0.79% | -3.7% |
Q3 2018 | $4,230,000 | +10.7% | 23,878 | +1.6% | 0.82% | +5.5% |
Q2 2018 | $3,822,000 | – | 23,507 | – | 0.78% | – |
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% |