ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. 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 | $1,075,083 | -11.2% | 15,713 | -8.5% | 0.43% | -4.6% |
| Q2 2023 | $1,210,212 | +28.7% | 17,171 | +16.7% | 0.45% | +23.8% |
| Q1 2023 | $940,077 | +9.9% | 14,714 | +0.6% | 0.36% | +9.3% |
| Q4 2022 | $855,504 | +2.0% | 14,624 | +0.9% | 0.33% | -4.3% |
| Q3 2022 | $839,000 | +2.8% | 14,499 | +7.3% | 0.35% | +9.1% |
| Q2 2022 | $816,000 | -17.9% | 13,514 | +3.9% | 0.32% | +3.9% |
| Q1 2022 | $994,000 | -15.3% | 13,009 | -7.2% | 0.31% | -11.2% |
| Q4 2021 | $1,173,000 | +17.9% | 14,024 | +4.2% | 0.35% | +13.4% |
| Q3 2021 | $995,000 | -2.1% | 13,456 | 0.0% | 0.31% | +1.0% |
| Q2 2021 | $1,016,000 | +163.2% | 13,456 | +127.1% | 0.30% | +146.3% |
| Q1 2021 | $386,000 | – | 5,926 | – | 0.12% | – |
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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% |