ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,756,410 | +49.2% | 25,671 | +53.7% | 0.20% | +57.1% |
| Q2 2023 | $1,177,016 | +62.7% | 16,700 | +47.5% | 0.13% | +53.7% |
| Q1 2023 | $723,555 | +54.1% | 11,325 | +41.1% | 0.08% | +49.1% |
| Q4 2022 | $469,462 | -41.1% | 8,025 | -41.7% | 0.06% | -46.1% |
| Q3 2022 | $797,000 | +12.3% | 13,770 | +17.0% | 0.10% | +15.9% |
| Q2 2022 | $710,000 | -45.1% | 11,766 | -30.5% | 0.09% | -36.2% |
| Q1 2022 | $1,294,000 | -2.8% | 16,941 | +6.5% | 0.14% | +2.2% |
| Q4 2021 | $1,331,000 | -17.4% | 15,912 | +14.4% | 0.14% | -70.2% |
| Q1 2016 | $1,612,000 | +36.7% | 13,910 | +36.6% | 0.45% | +40.7% |
| Q4 2015 | $1,179,000 | – | 10,185 | – | 0.32% | – |
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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% |