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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $481 | -100.0% | 8,226 | -76.7% | 0.02% | -78.2% |
| Q3 2022 | $2,044,000 | +209.2% | 35,326 | +308.1% | 0.11% | +378.3% |
| Q1 2022 | $661,000 | -43.0% | 8,657 | -37.6% | 0.02% | -25.8% |
| Q4 2021 | $1,160,000 | -79.1% | 13,870 | -81.8% | 0.03% | -88.8% |
| Q2 2021 | $5,542,000 | -8.3% | 76,205 | -17.9% | 0.28% | -15.3% |
| Q1 2021 | $6,046,000 | +94.2% | 92,857 | +589.3% | 0.33% | +41.6% |
| Q3 2020 | $3,113,000 | +2654.9% | 13,472 | +1345.5% | 0.23% | +2210.0% |
| Q3 2016 | $113,000 | – | 932 | – | 0.01% | – |
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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% |