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 | $2,461,957 | -29.9% | 35,983 | -27.8% | 0.21% | -36.2% |
| Q2 2023 | $3,512,230 | +10.3% | 49,833 | 0.0% | 0.33% | -6.4% |
| Q1 2023 | $3,183,830 | +9.2% | 49,833 | 0.0% | 0.36% | +5.0% |
| Q4 2022 | $2,915,230 | -18.9% | 49,833 | -19.8% | 0.34% | -37.2% |
| Q3 2022 | $3,596,000 | -4.2% | 62,163 | 0.0% | 0.54% | -2.2% |
| Q2 2022 | $3,752,000 | -24.0% | 62,163 | -3.9% | 0.55% | -11.7% |
| Q1 2022 | $4,939,000 | -8.7% | 64,663 | 0.0% | 0.63% | +3.0% |
| Q4 2021 | $5,410,000 | +1043.8% | 64,663 | +911.0% | 0.61% | +913.3% |
| Q3 2021 | $473,000 | +1.7% | 6,396 | 0.0% | 0.06% | -3.2% |
| Q2 2021 | $465,000 | +11.8% | 6,396 | 0.0% | 0.06% | +6.9% |
| Q1 2021 | $416,000 | +2.0% | 6,396 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $408,000 | +10.6% | 6,396 | +300.0% | 0.06% | -1.7% |
| Q3 2020 | $369,000 | – | 1,599 | – | 0.06% | – |
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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% |