ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,280 | -2.9% | 4,228 | 0.0% | 0.04% | +4.8% |
| Q2 2023 | $297,989 | +10.3% | 4,228 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $270,127 | +9.2% | 4,228 | 0.0% | 0.04% | +5.1% |
| Q4 2022 | $247,338 | +1.0% | 4,228 | 0.0% | 0.04% | -4.9% |
| Q3 2022 | $245,000 | -3.9% | 4,228 | 0.0% | 0.04% | -2.4% |
| Q2 2022 | $255,000 | -21.1% | 4,228 | 0.0% | 0.04% | -6.7% |
| Q1 2022 | $323,000 | -8.8% | 4,228 | 0.0% | 0.04% | -6.2% |
| Q4 2021 | $354,000 | +1.4% | 4,228 | -10.6% | 0.05% | -7.7% |
| Q3 2021 | $349,000 | +1.5% | 4,728 | 0.0% | 0.05% | -17.5% |
| Q2 2021 | $344,000 | +11.7% | 4,728 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $308,000 | -28.0% | 4,728 | -29.6% | 0.07% | -32.7% |
| Q4 2020 | $428,000 | +10.3% | 6,712 | +300.0% | 0.10% | 0.0% |
| Q3 2020 | $388,000 | +29.3% | 1,678 | +16.0% | 0.10% | +4.3% |
| Q2 2020 | $300,000 | +45.6% | 1,446 | +15.6% | 0.09% | +6.8% |
| Q1 2020 | $206,000 | -14.9% | 1,251 | 0.0% | 0.09% | +1.1% |
| Q4 2019 | $242,000 | +7.6% | 1,251 | 0.0% | 0.09% | +2.4% |
| Q3 2019 | $225,000 | +0.4% | 1,251 | 0.0% | 0.08% | -3.4% |
| Q2 2019 | $224,000 | -21.4% | 1,251 | -24.2% | 0.09% | -29.0% |
| Q1 2019 | $285,000 | +14.5% | 1,651 | 0.0% | 0.12% | +24.0% |
| Q4 2018 | $249,000 | -11.1% | 1,651 | +4.4% | 0.10% | +17.6% |
| Q3 2018 | $280,000 | +8.9% | 1,582 | 0.0% | 0.08% | -1.2% |
| Q2 2018 | $257,000 | – | 1,582 | – | 0.09% | – |
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% |