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 | $205,876 | -13.9% | 3,009 | -11.3% | 0.00% | 0.0% |
| Q2 2023 | $239,209 | +1.0% | 3,394 | -8.5% | 0.00% | -33.3% |
| Q1 2023 | $236,904 | -99.9% | 3,708 | -99.9% | 0.00% | -99.9% |
| Q1 2022 | $227,759,000 | +34725.5% | 2,981,916 | +88174.6% | 2.55% | +18092.9% |
| Q4 2019 | $654,000 | +7.6% | 3,378 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $608,000 | +0.5% | 3,378 | 0.0% | 0.01% | +7.7% |
| Q2 2019 | $605,000 | -98.2% | 3,378 | -98.5% | 0.01% | -98.8% |
| Q1 2018 | $34,158,000 | +679.2% | 220,273 | +667.5% | 1.07% | +698.5% |
| Q4 2017 | $4,384,000 | -91.9% | 28,700 | -92.4% | 0.13% | -92.6% |
| Q3 2017 | $53,831,000 | -20.5% | 375,341 | -24.1% | 1.81% | -31.1% |
| Q2 2017 | $67,673,000 | +70.3% | 494,508 | +63.7% | 2.63% | +49.3% |
| Q1 2017 | $39,726,000 | -97.8% | 302,054 | +1835.6% | 1.76% | +1158.6% |
| Q1 2016 | $1,808,463,000 | +3286.5% | 15,605 | -96.6% | 0.14% | -96.8% |
| Q4 2015 | $53,402,000 | +1.3% | 461,158 | -5.7% | 4.33% | -7.9% |
| Q3 2015 | $52,694,000 | +470.1% | 488,808 | +502.1% | 4.70% | +455.4% |
| Q2 2015 | $9,243,000 | +203.2% | 81,179 | +203.5% | 0.85% | +205.4% |
| Q1 2015 | $3,048,000 | -93.7% | 26,752 | -93.9% | 0.28% | -93.8% |
| Q4 2014 | $48,680,000 | -4.8% | 436,199 | -8.9% | 4.45% | +0.6% |
| Q3 2014 | $51,159,000 | +1199.4% | 478,924 | +1179.6% | 4.43% | +1249.7% |
| Q2 2014 | $3,937,000 | -82.1% | 37,427 | -83.0% | 0.33% | -82.7% |
| Q1 2014 | $21,973,000 | -35.8% | 220,078 | -36.5% | 1.89% | -33.4% |
| Q4 2013 | $34,206,000 | +677.1% | 346,393 | +603.1% | 2.84% | +716.4% |
| Q3 2013 | $4,402,000 | -2.4% | 49,264 | -8.2% | 0.35% | -16.1% |
| Q2 2013 | $4,509,000 | – | 53,670 | – | 0.42% | – |
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% |