ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,044 | -4.4% | 3,333 | -1.5% | 0.10% | -8.7% |
| Q2 2023 | $238,575 | +11.3% | 3,385 | +0.9% | 0.10% | +4.0% |
| Q1 2023 | $214,351 | +6.2% | 3,355 | -2.8% | 0.10% | -2.9% |
| Q4 2022 | $201,825 | -3.0% | 3,450 | -4.0% | 0.10% | -7.2% |
| Q3 2022 | $208,000 | -6.7% | 3,593 | +23.1% | 0.11% | +27.6% |
| Q1 2022 | $223,000 | -6.3% | 2,918 | +2.6% | 0.09% | -7.4% |
| Q4 2021 | $238,000 | +17.8% | 2,845 | +4.3% | 0.09% | +14.6% |
| Q3 2021 | $202,000 | -4.3% | 2,728 | +199.5% | 0.08% | -13.7% |
| Q3 2020 | $211,000 | +2.9% | 911 | -7.8% | 0.10% | -5.9% |
| Q2 2020 | $205,000 | -4.7% | 988 | -29.9% | 0.10% | +8.6% |
| Q4 2017 | $215,000 | +6.4% | 1,409 | 0.0% | 0.09% | +9.4% |
| Q3 2017 | $202,000 | -11.0% | 1,409 | -29.3% | 0.08% | -45.2% |
| Q2 2015 | $227,000 | -3.4% | 1,994 | -3.2% | 0.16% | -4.3% |
| Q1 2015 | $235,000 | +2.2% | 2,059 | 0.0% | 0.16% | -2.4% |
| Q4 2014 | $230,000 | +2.2% | 2,059 | -2.1% | 0.17% | 0.0% |
| Q3 2014 | $225,000 | -11.4% | 2,104 | -12.8% | 0.17% | -9.8% |
| Q2 2014 | $254,000 | -1.2% | 2,414 | -6.3% | 0.18% | -7.1% |
| Q1 2014 | $257,000 | +3.2% | 2,577 | +2.4% | 0.20% | -1.0% |
| Q4 2013 | $249,000 | +11.2% | 2,517 | +0.5% | 0.20% | +2.0% |
| Q3 2013 | $224,000 | +6.7% | 2,505 | 0.0% | 0.20% | -1.5% |
| Q2 2013 | $210,000 | – | 2,505 | – | 0.20% | – |
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% |