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 | $8,582,671 | -3.0% | 125,441 | -0.0% | 5.54% | +25.5% |
| Q2 2023 | $8,844,979 | -42.4% | 125,496 | -47.7% | 4.42% | -61.6% |
| Q1 2023 | $15,344,270 | +6.0% | 240,167 | +38.9% | 11.50% | +40.4% |
| Q4 2021 | $14,470,000 | +43.3% | 172,944 | +26.6% | 8.19% | +20.3% |
| Q3 2021 | $10,097,000 | +168183.3% | 136,611 | +273122.0% | 6.81% | +170050.0% |
| Q4 2015 | $6,000 | -40.0% | 50 | -40.5% | 0.00% | -33.3% |
| Q1 2015 | $10,000 | +11.1% | 84 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $9,000 | +12.5% | 84 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $8,000 | 0.0% | 84 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $8,000 | – | 84 | – | 0.01% | – |
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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% |