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 | $366,202 | -2.9% | 5,352 | 0.0% | 0.04% | +2.3% |
| Q2 2023 | $377,228 | +10.3% | 5,352 | 0.0% | 0.04% | +4.8% |
| Q1 2023 | $341,956 | +9.2% | 5,352 | 0.0% | 0.04% | +16.7% |
| Q4 2022 | $313,108 | +1.0% | 5,352 | 0.0% | 0.04% | -16.3% |
| Q3 2022 | $310,000 | -4.0% | 5,352 | 0.0% | 0.04% | +2.4% |
| Q2 2022 | $323,000 | -21.0% | 5,352 | 0.0% | 0.04% | -10.6% |
| Q1 2022 | $409,000 | -8.7% | 5,352 | 0.0% | 0.05% | -6.0% |
| Q4 2021 | $448,000 | +13.1% | 5,352 | 0.0% | 0.05% | +4.2% |
| Q3 2021 | $396,000 | +1.8% | 5,352 | 0.0% | 0.05% | +4.3% |
| Q2 2021 | $389,000 | +11.8% | 5,352 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $348,000 | +1.8% | 5,352 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $342,000 | +10.7% | 5,352 | +300.0% | 0.05% | 0.0% |
| Q3 2020 | $309,000 | +11.2% | 1,338 | 0.0% | 0.05% | +6.8% |
| Q2 2020 | $278,000 | +25.8% | 1,338 | 0.0% | 0.04% | +10.0% |
| Q1 2020 | $221,000 | -14.7% | 1,338 | 0.0% | 0.04% | +5.3% |
| Q4 2019 | $259,000 | +7.5% | 1,338 | 0.0% | 0.04% | +2.7% |
| Q3 2019 | $241,000 | +0.4% | 1,338 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $240,000 | +3.9% | 1,338 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $231,000 | +14.4% | 1,338 | 0.0% | 0.04% | +23.3% |
| Q4 2018 | $202,000 | -14.8% | 1,338 | 0.0% | 0.03% | -3.2% |
| Q3 2018 | $237,000 | +8.7% | 1,338 | 0.0% | 0.03% | -3.1% |
| Q2 2018 | $218,000 | -50.5% | 1,338 | -52.9% | 0.03% | -52.2% |
| Q1 2018 | $440,000 | -99.9% | 2,838 | 0.0% | 0.07% | -2.9% |
| Q4 2017 | $434,000,000 | – | 2,838 | – | 0.07% | – |
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% |