ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,389 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $203,829 | -8.3% | 2,414 | -23.4% | 0.02% | -29.2% |
| Q2 2023 | $222,243 | +9.5% | 3,153 | -0.8% | 0.02% | +4.3% |
| Q1 2023 | $202,983 | -52.5% | 3,177 | -56.5% | 0.02% | -52.1% |
| Q4 2022 | $427,506 | +105.5% | 7,308 | +102.9% | 0.05% | +65.5% |
| Q3 2022 | $208,000 | -7.6% | 3,602 | +22.5% | 0.03% | +7.4% |
| Q1 2022 | $225,000 | +2.3% | 2,941 | +11.8% | 0.03% | +3.8% |
| Q4 2021 | $220,000 | – | 2,631 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |