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 | $54,723,635 | -3.7% | 799,819 | -0.8% | 1.03% | 0.0% |
| Q2 2023 | $56,848,042 | +167.6% | 806,584 | +142.6% | 1.03% | +25.2% |
| Q1 2023 | $21,243,091 | -24.9% | 332,495 | -31.2% | 0.82% | -28.3% |
| Q4 2022 | $28,267,628 | -16.5% | 483,207 | -17.4% | 1.15% | -32.9% |
| Q3 2022 | $33,849,000 | +17.8% | 585,123 | +22.8% | 1.72% | +25.3% |
| Q2 2022 | $28,746,000 | -15.6% | 476,315 | +6.8% | 1.37% | -9.2% |
| Q1 2022 | $34,050,000 | +45.2% | 445,801 | +59.1% | 1.51% | +68.4% |
| Q4 2021 | $23,448,000 | +8.0% | 280,246 | -4.6% | 0.90% | -19.7% |
| Q3 2021 | $21,712,000 | -44.9% | 293,758 | -45.8% | 1.12% | -47.6% |
| Q2 2021 | $39,400,000 | +12.8% | 541,733 | +1.0% | 2.13% | -6.3% |
| Q1 2021 | $34,917,000 | -1.0% | 536,277 | -3.0% | 2.27% | -18.9% |
| Q4 2020 | $35,273,000 | +7404.9% | 552,699 | +27099.8% | 2.80% | +3897.1% |
| Q3 2020 | $470,000 | +11.4% | 2,032 | 0.0% | 0.07% | +4.5% |
| Q2 2020 | $422,000 | +26.0% | 2,032 | 0.0% | 0.07% | -4.3% |
| Q1 2020 | $335,000 | -14.8% | 2,032 | 0.0% | 0.07% | +14.8% |
| Q4 2019 | $393,000 | +7.4% | 2,032 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $366,000 | -10.9% | 2,032 | -11.3% | 0.06% | -18.7% |
| Q2 2019 | $411,000 | +4.1% | 2,292 | 0.0% | 0.08% | +1.4% |
| Q1 2019 | $395,000 | +14.5% | 2,292 | 0.0% | 0.07% | +8.8% |
| Q4 2018 | $345,000 | -30.0% | 2,292 | -17.7% | 0.07% | -32.0% |
| Q3 2018 | $493,000 | – | 2,785 | – | 0.10% | – |
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% |