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 2022 | $615,000 | +4.4% | 10,624 | +8.9% | 0.06% | +11.3% |
| Q2 2022 | $589,000 | -20.9% | 9,756 | 0.0% | 0.05% | -7.0% |
| Q1 2022 | $745,000 | -8.7% | 9,756 | 0.0% | 0.06% | -3.4% |
| Q4 2021 | $816,000 | +13.2% | 9,756 | 0.0% | 0.06% | +5.4% |
| Q3 2021 | $721,000 | +0.6% | 9,756 | -1.1% | 0.06% | +1.8% |
| Q2 2021 | $717,000 | +11.7% | 9,860 | 0.0% | 0.06% | +1.9% |
| Q1 2021 | $642,000 | -1.8% | 9,860 | -3.7% | 0.05% | -6.9% |
| Q4 2020 | $654,000 | +32.9% | 10,244 | +380.9% | 0.06% | +23.4% |
| Q3 2020 | $492,000 | +8.8% | 2,130 | -2.2% | 0.05% | 0.0% |
| Q2 2020 | $452,000 | +96.5% | 2,177 | +83.2% | 0.05% | +104.3% |
| Q4 2019 | $230,000 | +7.5% | 1,188 | 0.0% | 0.02% | +9.5% |
| Q3 2019 | $214,000 | +0.5% | 1,188 | 0.0% | 0.02% | -4.5% |
| Q2 2019 | $213,000 | +3.4% | 1,188 | -0.3% | 0.02% | 0.0% |
| Q1 2019 | $206,000 | -19.8% | 1,192 | -17.8% | 0.02% | -15.4% |
| Q3 2018 | $257,000 | +21.2% | 1,451 | +11.5% | 0.03% | +18.2% |
| Q2 2018 | $212,000 | – | 1,301 | – | 0.02% | – |
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% |