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 | $7,756,850 | +13.0% | 113,371 | +16.4% | 0.12% | +8.4% |
| Q2 2023 | $6,864,758 | +69.6% | 97,400 | +53.7% | 0.11% | +42.7% |
| Q1 2023 | $4,048,664 | +11.4% | 63,369 | +1.5% | 0.08% | -15.7% |
| Q4 2022 | $3,632,731 | +6.0% | 62,440 | +5.4% | 0.09% | -16.8% |
| Q3 2022 | $3,428,000 | -0.7% | 59,261 | +3.6% | 0.11% | +1.9% |
| Q2 2022 | $3,453,000 | -15.0% | 57,212 | +7.6% | 0.10% | -21.1% |
| Q1 2022 | $4,063,000 | -5.3% | 53,193 | +3.7% | 0.13% | -4.3% |
| Q4 2021 | $4,291,000 | +20.8% | 51,290 | +6.7% | 0.14% | +6.9% |
| Q3 2021 | $3,551,000 | +7.0% | 48,051 | +5.3% | 0.13% | -3.0% |
| Q2 2021 | $3,320,000 | +9.6% | 45,649 | -1.8% | 0.13% | -17.3% |
| Q1 2021 | $3,028,000 | +10.8% | 46,503 | +8.7% | 0.16% | +1.9% |
| Q4 2020 | $2,732,000 | +9.2% | 42,800 | +295.3% | 0.16% | -7.0% |
| Q3 2020 | $2,502,000 | +6.5% | 10,827 | -4.4% | 0.17% | -3.9% |
| Q2 2020 | $2,349,000 | +29.3% | 11,321 | +2.8% | 0.18% | +3.5% |
| Q1 2020 | $1,817,000 | -18.1% | 11,011 | -3.9% | 0.17% | -36.8% |
| Q4 2019 | $2,219,000 | +225.8% | 11,458 | +202.7% | 0.27% | +186.3% |
| Q3 2019 | $681,000 | -1.6% | 3,785 | -1.9% | 0.10% | -2.1% |
| Q2 2019 | $692,000 | +6.1% | 3,860 | +2.0% | 0.10% | -20.5% |
| Q1 2019 | $652,000 | +14.4% | 3,785 | +0.0% | 0.12% | +2.5% |
| Q4 2018 | $570,000 | -10.1% | 3,784 | +5.7% | 0.12% | +4.4% |
| Q3 2018 | $634,000 | +21.0% | 3,579 | +11.1% | 0.11% | +1.8% |
| Q2 2018 | $524,000 | +4.6% | 3,222 | -0.2% | 0.11% | +5.7% |
| Q1 2018 | $501,000 | +6.1% | 3,229 | +4.6% | 0.11% | +7.1% |
| Q4 2017 | $472,000 | +4.4% | 3,088 | -2.1% | 0.10% | -2.0% |
| Q3 2017 | $452,000 | +33.7% | 3,155 | +27.6% | 0.10% | +26.2% |
| Q2 2017 | $338,000 | +7.6% | 2,472 | +3.5% | 0.08% | +2.6% |
| Q1 2017 | $314,000 | +15.9% | 2,388 | +7.2% | 0.08% | +6.8% |
| Q4 2016 | $271,000 | 0.0% | 2,228 | 0.0% | 0.07% | -1.4% |
| Q3 2016 | $271,000 | +4.2% | 2,228 | 0.0% | 0.07% | 0.0% |
| Q2 2016 | $260,000 | +5.7% | 2,228 | +5.1% | 0.07% | -1.3% |
| Q1 2016 | $246,000 | -31.7% | 2,119 | -31.8% | 0.08% | -33.0% |
| Q4 2015 | $360,000 | – | 3,106 | – | 0.11% | – |
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% |