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 | $62,946 | -14.6% | 920 | -12.0% | 0.00% | -20.0% |
| Q2 2023 | $73,722 | +10.3% | 1,046 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $66,829 | +24.2% | 1,046 | +13.7% | 0.01% | +25.0% |
| Q4 2022 | $53,820 | +1.5% | 920 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $53,000 | -5.4% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $56,000 | -20.0% | 920 | 0.0% | 0.00% | -20.0% |
| Q1 2022 | $70,000 | -9.1% | 920 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $77,000 | +13.2% | 920 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $68,000 | +1.5% | 920 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $67,000 | +11.7% | 920 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $60,000 | +1.7% | 920 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $59,000 | +11.3% | 920 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $53,000 | +10.4% | 230 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $48,000 | +26.3% | 230 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $38,000 | -15.6% | 230 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $45,000 | – | 230 | – | 0.00% | – |
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% |