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 | $1,056,443 | +420.7% | 15,201 | +440.4% | 0.10% | +444.4% |
| Q2 2023 | $202,898 | -23.7% | 2,813 | -31.6% | 0.02% | -85.2% |
| Q4 2020 | $266,000 | -7.6% | 4,111 | +234.8% | 0.12% | -20.8% |
| Q3 2020 | $288,000 | -12.7% | 1,228 | -20.9% | 0.15% | -23.4% |
| Q2 2020 | $330,000 | +18.3% | 1,552 | 0.0% | 0.20% | -3.4% |
| Q1 2020 | $279,000 | -7.6% | 1,552 | +2.7% | 0.21% | +5.1% |
| Q4 2019 | $302,000 | +14.0% | 1,511 | 0.0% | 0.20% | -9.6% |
| Q3 2019 | $265,000 | -26.2% | 1,511 | -23.2% | 0.22% | -36.3% |
| Q2 2019 | $359,000 | -3.8% | 1,967 | -7.8% | 0.34% | -14.2% |
| Q1 2019 | $373,000 | +44.0% | 2,134 | +24.4% | 0.40% | +16.9% |
| Q4 2018 | $259,000 | – | 1,716 | – | 0.34% | – |
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% |