ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. 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 | $390,609 | -2.9% | 5,708 | 0.0% | 0.08% | +1.2% |
Q2 2023 | $402,370 | +10.3% | 5,708 | 0.0% | 0.08% | +3.9% |
Q1 2023 | $364,748 | +105624.1% | 5,708 | -3.4% | 0.08% | +2.7% |
Q4 2022 | $345 | -99.9% | 5,908 | -0.8% | 0.08% | -7.4% |
Q3 2022 | $344,000 | -3.4% | 5,958 | +0.8% | 0.08% | +3.8% |
Q2 2022 | $356,000 | -45.1% | 5,908 | -30.4% | 0.08% | -37.1% |
Q1 2022 | $648,000 | -16.5% | 8,493 | -8.5% | 0.12% | -15.1% |
Q4 2021 | $776,000 | +13.1% | 9,283 | 0.0% | 0.15% | +1.4% |
Q3 2021 | $686,000 | +1.6% | 9,283 | 0.0% | 0.14% | +2.9% |
Q2 2021 | $675,000 | +13.1% | 9,283 | +1.1% | 0.14% | +6.1% |
Q1 2021 | $597,000 | +1.9% | 9,183 | 0.0% | 0.13% | -7.0% |
Q4 2020 | $586,000 | +12.5% | 9,183 | +307.0% | 0.14% | -0.7% |
Q3 2020 | $521,000 | +8.1% | 2,256 | -3.0% | 0.14% | 0.0% |
Q2 2020 | $482,000 | +25.8% | 2,325 | 0.0% | 0.14% | +9.2% |
Q1 2020 | $383,000 | -13.9% | 2,325 | +1.1% | 0.13% | +6.5% |
Q4 2019 | $445,000 | +7.5% | 2,300 | 0.0% | 0.12% | 0.0% |
Q3 2019 | $414,000 | +27.0% | 2,300 | +26.4% | 0.12% | +23.0% |
Q2 2019 | $326,000 | +4.2% | 1,819 | 0.0% | 0.10% | -42.9% |
Q1 2019 | $313,000 | +14.2% | 1,819 | 0.0% | 0.18% | +0.6% |
Q4 2018 | $274,000 | -14.9% | 1,819 | 0.0% | 0.17% | -1.7% |
Q3 2018 | $322,000 | +9.2% | 1,819 | 0.0% | 0.18% | +1.7% |
Q2 2018 | $295,000 | +4.6% | 1,819 | 0.0% | 0.17% | +3.0% |
Q1 2018 | $282,000 | +1.8% | 1,819 | 0.0% | 0.17% | +0.6% |
Q4 2017 | $277,000 | +6.5% | 1,819 | 0.0% | 0.17% | -3.4% |
Q3 2017 | $260,000 | +4.8% | 1,819 | 0.0% | 0.17% | -1.1% |
Q2 2017 | $248,000 | +3.8% | 1,819 | 0.0% | 0.18% | +0.6% |
Q1 2017 | $239,000 | +8.1% | 1,819 | 0.0% | 0.18% | -0.6% |
Q4 2016 | $221,000 | 0.0% | 1,819 | 0.0% | 0.18% | -4.3% |
Q3 2016 | $221,000 | – | 1,819 | – | 0.18% | – |
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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% |