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 | $38,625,171 | +50.4% | 564,530 | +54.9% | 0.24% | +37.1% |
| Q2 2023 | $25,683,447 | +42.2% | 364,408 | +28.9% | 0.18% | +33.8% |
| Q1 2023 | $18,058,520 | +1.8% | 282,650 | -6.8% | 0.13% | -7.6% |
| Q4 2022 | $17,735,008 | +25.4% | 303,163 | +24.0% | 0.14% | -18.2% |
| Q3 2022 | $14,145,000 | -0.8% | 244,514 | +3.4% | 0.18% | -3.8% |
| Q2 2022 | $14,265,000 | +8.1% | 236,374 | +36.8% | 0.18% | +14.4% |
| Q1 2022 | $13,195,000 | +18.1% | 172,752 | +29.4% | 0.16% | +16.8% |
| Q4 2021 | $11,172,000 | -11.7% | 133,522 | -22.0% | 0.14% | -19.9% |
| Q3 2021 | $12,649,000 | +1.3% | 171,245 | -0.2% | 0.17% | -2.8% |
| Q2 2021 | $12,485,000 | +54.3% | 171,665 | +38.1% | 0.18% | +2.3% |
| Q1 2021 | $8,092,000 | -0.0% | 124,283 | -2.0% | 0.17% | -8.0% |
| Q4 2020 | $8,095,000 | +15.5% | 126,842 | +318.3% | 0.19% | +2.7% |
| Q3 2020 | $7,007,000 | +6.1% | 30,324 | -4.7% | 0.18% | +3.4% |
| Q2 2020 | $6,602,000 | +26.2% | 31,816 | +0.4% | 0.18% | +1.7% |
| Q1 2020 | $5,230,000 | +26.4% | 31,686 | +48.3% | 0.17% | +55.9% |
| Q4 2019 | $4,138,000 | +11.7% | 21,368 | +4.0% | 0.11% | -0.9% |
| Q3 2019 | $3,704,000 | -1.6% | 20,547 | -2.2% | 0.11% | -3.4% |
| Q2 2019 | $3,764,000 | -5.2% | 21,010 | -8.8% | 0.12% | -10.1% |
| Q1 2019 | $3,970,000 | -9.4% | 23,038 | -20.6% | 0.13% | -24.1% |
| Q4 2018 | $4,380,000 | -15.0% | 29,014 | -0.1% | 0.17% | -5.0% |
| Q3 2018 | $5,150,000 | +21.5% | 29,038 | +11.5% | 0.18% | -15.6% |
| Q2 2018 | $4,238,000 | +6.0% | 26,047 | +1.2% | 0.21% | +20.5% |
| Q1 2018 | $3,998,000 | -5.2% | 25,727 | -6.9% | 0.18% | -0.6% |
| Q4 2017 | $4,216,000 | +9.6% | 27,642 | +3.0% | 0.18% | +1.1% |
| Q3 2017 | $3,846,000 | +2.3% | 26,828 | -2.3% | 0.18% | -1.1% |
| Q2 2017 | $3,758,000 | +20.2% | 27,452 | +15.7% | 0.18% | +18.8% |
| Q1 2017 | $3,127,000 | +14.8% | 23,729 | +6.0% | 0.15% | +5.7% |
| Q4 2016 | $2,724,000 | -9.8% | 22,395 | -9.8% | 0.14% | +22.6% |
| Q3 2016 | $3,019,000 | +23.0% | 24,818 | +17.8% | 0.12% | -19.6% |
| Q2 2016 | $2,454,000 | -1.8% | 21,072 | -2.3% | 0.14% | -8.3% |
| Q1 2016 | $2,500,000 | +8.4% | 21,565 | +8.4% | 0.16% | +6.1% |
| Q4 2015 | $2,306,000 | +2.9% | 19,903 | -4.1% | 0.15% | -3.9% |
| Q3 2015 | $2,241,000 | +5.4% | 20,748 | +11.0% | 0.15% | +12.5% |
| Q2 2015 | $2,127,000 | 0.0% | 18,686 | 0.0% | 0.14% | -0.7% |
| Q1 2015 | $2,127,000 | +29.1% | 18,686 | +26.3% | 0.14% | +18.1% |
| Q4 2014 | $1,647,000 | -15.7% | 14,791 | -19.0% | 0.12% | -12.8% |
| Q3 2014 | $1,954,000 | +4.8% | 18,262 | +3.1% | 0.13% | +9.0% |
| Q2 2014 | $1,864,000 | -77.6% | 17,706 | -78.8% | 0.12% | -79.6% |
| Q1 2014 | $8,322,000 | +505.2% | 83,486 | +498.3% | 0.60% | +468.6% |
| Q4 2013 | $1,375,000 | +32.3% | 13,955 | +19.8% | 0.10% | +16.7% |
| Q3 2013 | $1,039,000 | +164.4% | 11,651 | +148.3% | 0.09% | +130.8% |
| Q2 2013 | $393,000 | +17.7% | 4,692 | +15.5% | 0.04% | +14.7% |
| Q1 2013 | $334,000 | – | 4,063 | – | 0.03% | – |
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% |