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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $363,000 | -99.4% | 2,200 | -99.6% | 0.00% | -97.8% |
| Q4 2016 | $62,953,000 | -5.6% | 516,896 | -5.7% | 0.18% | -13.5% |
| Q3 2016 | $66,717,000 | +5.1% | 548,388 | +0.7% | 0.21% | +4.5% |
| Q2 2016 | $63,477,000 | -2.5% | 544,489 | -3.1% | 0.20% | -2.9% |
| Q1 2016 | $65,111,000 | -3.0% | 561,831 | -3.1% | 0.20% | +5.1% |
| Q4 2015 | $67,123,000 | +6.7% | 579,648 | -0.6% | 0.20% | +0.5% |
| Q3 2015 | $62,887,000 | -10.1% | 583,367 | -5.1% | 0.19% | +12.1% |
| Q2 2015 | $69,988,000 | +168.5% | 614,683 | +168.7% | 0.17% | +179.0% |
| Q1 2015 | $26,068,000 | +162825.0% | 228,765 | +158764.6% | 0.06% | – |
| Q4 2014 | $16,000 | -97.8% | 144 | -97.9% | 0.00% | -100.0% |
| Q3 2014 | $726,000 | -52.6% | 6,797 | -53.3% | 0.00% | -50.0% |
| Q2 2014 | $1,532,000 | -9.8% | 14,569 | -14.4% | 0.00% | -20.0% |
| Q1 2014 | $1,698,000 | -26.4% | 17,013 | -27.2% | 0.01% | -28.6% |
| Q4 2013 | $2,306,000 | -5.7% | 23,354 | -14.6% | 0.01% | -22.2% |
| Q3 2013 | $2,445,000 | -14.4% | 27,355 | -19.5% | 0.01% | -25.0% |
| Q2 2013 | $2,856,000 | – | 33,996 | – | 0.01% | – |
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% |