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 | $257,191 | -2.9% | 3,759 | 0.0% | 0.02% | +6.7% |
| Q2 2023 | $264,934 | +10.3% | 3,759 | 0.0% | 0.02% | +15.4% |
| Q1 2023 | $240,163 | +17.2% | 3,759 | +10.8% | 0.01% | -13.3% |
| Q2 2022 | $205,000 | -36.5% | 3,392 | -19.8% | 0.02% | -37.5% |
| Q1 2022 | $323,000 | -0.9% | 4,227 | +8.6% | 0.02% | +9.1% |
| Q4 2021 | $326,000 | +29.9% | 3,891 | +14.7% | 0.02% | +4.8% |
| Q3 2021 | $251,000 | +1.6% | 3,392 | 0.0% | 0.02% | +5.0% |
| Q2 2021 | $247,000 | +11.8% | 3,392 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $221,000 | +2.3% | 3,392 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $216,000 | – | 3,392 | – | 0.02% | – |
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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% |