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 | $5,876,030 | -2.7% | 85,882 | +0.2% | 0.28% | +2.9% |
| Q2 2023 | $6,040,401 | +9.6% | 85,704 | -0.6% | 0.28% | -2.8% |
| Q1 2023 | $5,509,200 | +9.2% | 86,229 | -0.0% | 0.28% | +5.2% |
| Q4 2022 | $5,045,099 | +358.2% | 86,241 | +353.2% | 0.27% | +304.5% |
| Q3 2022 | $1,101,000 | +18.9% | 19,028 | +24.0% | 0.07% | +28.8% |
| Q2 2022 | $926,000 | +153.7% | 15,348 | +221.2% | 0.05% | +188.9% |
| Q1 2022 | $365,000 | +8.6% | 4,779 | +18.9% | 0.02% | +12.5% |
| Q4 2021 | $336,000 | +19.1% | 4,018 | +3.5% | 0.02% | +6.7% |
| Q2 2021 | $282,000 | +11.5% | 3,884 | +0.1% | 0.02% | 0.0% |
| Q1 2021 | $253,000 | -2.7% | 3,879 | -4.9% | 0.02% | -16.7% |
| Q4 2020 | $260,000 | +7.0% | 4,081 | +288.3% | 0.02% | +38.5% |
| Q3 2020 | $243,000 | -9.3% | 1,051 | -18.5% | 0.01% | -43.5% |
| Q2 2020 | $268,000 | +20.2% | 1,290 | -4.3% | 0.02% | -42.5% |
| Q1 2020 | $223,000 | – | 1,348 | – | 0.04% | – |
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% |