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 | $4,495,420 | -5.3% | 65,703 | -2.4% | 1.33% | +0.5% |
| Q2 2023 | $4,745,087 | +6.4% | 67,325 | -3.5% | 1.32% | +4.3% |
| Q1 2023 | $4,458,568 | +11.6% | 69,785 | +2.2% | 1.27% | +16.4% |
| Q4 2022 | $3,994,888 | -22.4% | 68,289 | -23.3% | 1.09% | -18.2% |
| Q3 2022 | $5,151,000 | -4.0% | 89,039 | +0.2% | 1.33% | -0.7% |
| Q2 2022 | $5,364,000 | -21.5% | 88,887 | -0.7% | 1.34% | -9.8% |
| Q1 2022 | $6,837,000 | -9.5% | 89,511 | -0.9% | 1.49% | -7.6% |
| Q4 2021 | $7,556,000 | +9.5% | 90,303 | -3.3% | 1.61% | +2.9% |
| Q3 2021 | $6,900,000 | -2.1% | 93,351 | -3.7% | 1.56% | -3.0% |
| Q2 2021 | $7,050,000 | +9.1% | 96,938 | -2.3% | 1.61% | +3.3% |
| Q1 2021 | $6,460,000 | -7.2% | 99,214 | -9.0% | 1.56% | -12.4% |
| Q4 2020 | $6,960,000 | +7.1% | 109,052 | +287.9% | 1.78% | -5.1% |
| Q3 2020 | $6,496,000 | +10.4% | 28,111 | -0.8% | 1.88% | +5.9% |
| Q2 2020 | $5,882,000 | +21.2% | 28,350 | -3.6% | 1.77% | +7.5% |
| Q1 2020 | $4,853,000 | -21.4% | 29,401 | -7.8% | 1.65% | -3.3% |
| Q4 2019 | $6,172,000 | +6.4% | 31,874 | -1.1% | 1.70% | +2.0% |
| Q3 2019 | $5,803,000 | -1.0% | 32,231 | -1.5% | 1.67% | -1.1% |
| Q2 2019 | $5,864,000 | +3.3% | 32,716 | -0.6% | 1.69% | -4.7% |
| Q1 2019 | $5,675,000 | +14.1% | 32,924 | -0.3% | 1.77% | +1.4% |
| Q4 2018 | $4,975,000 | -19.3% | 33,020 | -5.1% | 1.75% | -19.3% |
| Q3 2018 | $6,164,000 | +0.9% | 34,794 | -7.4% | 2.17% | -8.3% |
| Q2 2018 | $6,110,000 | +2.2% | 37,576 | -2.5% | 2.36% | +0.6% |
| Q1 2018 | $5,978,000 | -2.8% | 38,552 | -4.2% | 2.35% | -3.3% |
| Q4 2017 | $6,149,000 | +2.3% | 40,249 | -4.0% | 2.43% | -2.5% |
| Q3 2017 | $6,012,000 | +3.5% | 41,919 | -1.3% | 2.49% | -1.3% |
| Q2 2017 | $5,811,000 | +3.9% | 42,466 | -0.1% | 2.52% | -3.6% |
| Q1 2017 | $5,593,000 | +6.1% | 42,525 | -1.7% | 2.62% | +1.6% |
| Q4 2016 | $5,270,000 | -4.2% | 43,275 | -4.3% | 2.58% | -6.6% |
| Q3 2016 | $5,502,000 | +1.1% | 45,226 | -3.1% | 2.76% | -1.0% |
| Q2 2016 | $5,443,000 | -2.3% | 46,686 | -2.9% | 2.79% | -5.3% |
| Q1 2016 | $5,573,000 | +0.3% | 48,089 | +0.2% | 2.94% | -6.4% |
| Q4 2015 | $5,556,000 | +5.2% | 47,977 | -2.1% | 3.14% | +3.6% |
| Q3 2015 | $5,280,000 | +27.2% | 48,983 | +34.3% | 3.04% | +27.5% |
| Q2 2015 | $4,151,000 | +0.3% | 36,461 | +0.4% | 2.38% | -1.9% |
| Q1 2015 | $4,139,000 | +1.0% | 36,320 | -1.0% | 2.43% | -4.3% |
| Q4 2014 | $4,096,000 | +5.5% | 36,703 | +1.0% | 2.54% | -2.8% |
| Q3 2014 | $3,881,000 | -1.9% | 36,333 | -3.4% | 2.61% | -0.9% |
| Q2 2014 | $3,957,000 | +7.5% | 37,616 | +2.0% | 2.63% | +2.0% |
| Q1 2014 | $3,682,000 | +1.7% | 36,882 | +0.5% | 2.58% | +4.0% |
| Q4 2013 | $3,622,000 | – | 36,683 | – | 2.48% | – |
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% |