ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,142 | -16.3% | 5,176 | -13.7% | 0.03% | -12.8% |
| Q2 2023 | $422,950 | +10.3% | 6,001 | 0.0% | 0.04% | +5.4% |
| Q1 2023 | $383,404 | -10.4% | 6,001 | -18.0% | 0.04% | -15.9% |
| Q4 2022 | $428,103 | -15.9% | 7,318 | -16.8% | 0.04% | -21.4% |
| Q3 2022 | $509,000 | -53.8% | 8,798 | -39.0% | 0.06% | -46.2% |
| Q1 2022 | $1,102,000 | -25.0% | 14,424 | -17.9% | 0.10% | -27.8% |
| Q4 2021 | $1,470,000 | +13.3% | 17,567 | 0.0% | 0.14% | +7.5% |
| Q3 2021 | $1,298,000 | +1.6% | 17,567 | 0.0% | 0.13% | +1.5% |
| Q2 2021 | $1,278,000 | +11.7% | 17,567 | 0.0% | 0.13% | -6.4% |
| Q1 2021 | $1,144,000 | -17.5% | 17,567 | -19.2% | 0.14% | -25.4% |
| Q4 2020 | $1,387,000 | – | 21,740 | – | 0.19% | – |
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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% |