ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $125,345 | -2.9% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $129,119 | +10.3% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $117,046 | +9.2% | 1,832 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $107,172 | +1.1% | 1,832 | 0.0% | 0.00% | -20.0% |
| Q3 2022 | $106,000 | -4.5% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $111,000 | -20.7% | 1,832 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $140,000 | -8.5% | 1,832 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $153,000 | +13.3% | 1,832 | 0.0% | 0.01% | +16.7% |
| Q3 2021 | $135,000 | +1.5% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $133,000 | +11.8% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $119,000 | +1.7% | 1,832 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $117,000 | +48.1% | 1,832 | +435.7% | 0.01% | +20.0% |
| Q3 2020 | $79,000 | +11.3% | 342 | 0.0% | 0.01% | +25.0% |
| Q2 2020 | $71,000 | – | 342 | – | 0.00% | – |
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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% |