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 | $727,031 | -2.9% | 10,626 | 0.0% | 0.03% | -6.7% |
| Q2 2023 | $748,921 | +12.3% | 10,626 | +1.8% | 0.03% | +3.4% |
| Q1 2023 | $666,629 | +80.5% | 10,434 | +65.3% | 0.03% | +70.6% |
| Q4 2022 | $369,355 | -13.5% | 6,314 | -14.4% | 0.02% | -22.7% |
| Q3 2022 | $427,000 | -7.4% | 7,376 | -3.5% | 0.02% | -8.3% |
| Q2 2022 | $461,000 | -35.3% | 7,644 | -18.2% | 0.02% | -33.3% |
| Q1 2022 | $713,000 | -3.4% | 9,340 | +5.9% | 0.04% | -2.7% |
| Q4 2021 | $738,000 | +16.8% | 8,820 | +3.1% | 0.04% | +2.8% |
| Q3 2021 | $632,000 | +171.2% | 8,552 | +747.6% | 0.04% | +80.0% |
| Q3 2020 | $233,000 | +13.7% | 1,009 | -4.5% | 0.02% | -13.0% |
| Q4 2019 | $205,000 | -57.6% | 1,057 | -60.8% | 0.02% | -63.5% |
| Q2 2019 | $484,000 | +24.1% | 2,699 | +19.2% | 0.06% | +10.5% |
| Q1 2019 | $390,000 | +14.4% | 2,265 | 0.0% | 0.06% | -1.7% |
| Q4 2018 | $341,000 | -15.0% | 2,265 | 0.0% | 0.06% | -18.3% |
| Q3 2018 | $401,000 | +9.0% | 2,265 | 0.0% | 0.07% | +2.9% |
| Q2 2018 | $368,000 | +4.8% | 2,265 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $351,000 | -3.3% | 2,265 | -4.6% | 0.07% | -11.5% |
| Q4 2017 | $363,000 | +6.5% | 2,375 | 0.0% | 0.08% | -1.3% |
| Q3 2017 | $341,000 | +20.1% | 2,375 | +14.5% | 0.08% | +14.5% |
| Q2 2017 | $284,000 | -54.1% | 2,075 | -55.9% | 0.07% | -55.2% |
| Q1 2017 | $619,000 | +1.5% | 4,705 | -6.0% | 0.15% | +2.7% |
| Q4 2016 | $610,000 | – | 5,005 | – | 0.15% | – |
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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% |