ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $599,838 | -7.5% | 8,767 | -4.7% | 0.09% | -3.3% |
| Q2 2023 | $648,205 | +2.9% | 9,197 | -6.7% | 0.09% | -4.2% |
| Q1 2023 | $629,636 | +6.9% | 9,855 | -2.1% | 0.10% | -4.0% |
| Q4 2022 | $589,095 | -7.5% | 10,070 | -8.5% | 0.10% | -14.5% |
| Q3 2022 | $637,000 | -7.8% | 11,006 | -3.9% | 0.12% | -4.9% |
| Q2 2022 | $691,000 | -40.6% | 11,456 | -24.8% | 0.12% | -31.3% |
| Q1 2022 | $1,164,000 | -8.7% | 15,236 | 0.0% | 0.18% | -1.6% |
| Q4 2021 | $1,275,000 | +12.8% | 15,236 | -0.3% | 0.18% | 0.0% |
| Q3 2021 | $1,130,000 | +1.6% | 15,288 | 0.0% | 0.18% | +0.6% |
| Q2 2021 | $1,112,000 | +11.8% | 15,288 | 0.0% | 0.18% | +4.6% |
| Q1 2021 | $995,000 | +1.9% | 15,288 | 0.0% | 0.17% | -8.0% |
| Q4 2020 | $976,000 | +17.0% | 15,288 | +323.4% | 0.19% | 0.0% |
| Q3 2020 | $834,000 | +11.3% | 3,611 | 0.0% | 0.19% | +3.3% |
| Q2 2020 | $749,000 | +5.9% | 3,611 | -15.7% | 0.18% | -3.2% |
| Q1 2020 | $707,000 | -14.9% | 4,281 | -0.2% | 0.19% | +6.2% |
| Q4 2019 | $831,000 | -0.1% | 4,290 | -7.1% | 0.18% | -6.3% |
| Q3 2019 | $832,000 | +3.2% | 4,620 | +2.8% | 0.19% | +2.7% |
| Q2 2019 | $806,000 | +4.0% | 4,496 | 0.0% | 0.18% | +0.5% |
| Q1 2019 | $775,000 | +267.3% | 4,496 | +220.7% | 0.18% | +205.0% |
| Q4 2018 | $211,000 | – | 1,402 | – | 0.06% | – |
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% |