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 | $836,511 | +110.7% | 12,274 | +117.9% | 0.75% | +105.7% |
| Q2 2023 | $396,951 | +13.4% | 5,632 | +2.8% | 0.37% | -11.8% |
| Q1 2023 | $350,014 | +6.8% | 5,478 | -2.2% | 0.42% | +42.1% |
| Q4 2022 | $327,829 | +1.5% | 5,604 | +0.2% | 0.29% | -19.3% |
| Q3 2022 | $323,000 | -2.4% | 5,591 | +2.0% | 0.36% | -27.5% |
| Q2 2022 | $331,000 | -64.9% | 5,482 | -55.7% | 0.50% | -20.4% |
| Q1 2022 | $944,000 | +70.7% | 12,364 | +87.0% | 0.63% | +90.0% |
| Q4 2021 | $553,000 | +13.1% | 6,612 | 0.0% | 0.33% | +17.0% |
| Q3 2021 | $489,000 | +7.9% | 6,612 | +6.2% | 0.28% | +11.0% |
| Q2 2021 | $453,000 | +12.7% | 6,225 | +0.9% | 0.25% | +9.5% |
| Q1 2021 | $402,000 | +2.0% | 6,172 | 0.0% | 0.23% | +5.9% |
| Q4 2020 | $394,000 | +10.4% | 6,172 | +300.0% | 0.22% | +7.4% |
| Q3 2020 | $357,000 | +74.1% | 1,543 | +34.5% | 0.20% | +70.0% |
| Q2 2019 | $205,000 | -73.1% | 1,147 | -77.3% | 0.12% | -81.4% |
| Q4 2018 | $762,000 | -6.8% | 5,056 | +9.4% | 0.64% | -19.3% |
| Q3 2018 | $818,000 | +33.0% | 4,621 | +22.1% | 0.80% | +13.8% |
| Q2 2018 | $615,000 | +1.2% | 3,785 | -3.1% | 0.70% | -5.6% |
| Q1 2018 | $608,000 | +26.4% | 3,908 | +23.9% | 0.74% | +22.2% |
| Q4 2017 | $481,000 | -42.9% | 3,154 | -46.3% | 0.61% | -16.6% |
| Q3 2017 | $843,000 | +119.0% | 5,872 | +108.8% | 0.73% | +40.4% |
| Q2 2017 | $385,000 | +23.4% | 2,812 | +18.5% | 0.52% | +1.0% |
| Q1 2017 | $312,000 | -10.9% | 2,372 | -22.9% | 0.52% | +48.0% |
| Q2 2016 | $350,000 | +21.5% | 3,075 | +23.5% | 0.35% | +4.8% |
| Q1 2016 | $288,000 | -64.9% | 2,490 | -64.9% | 0.33% | -63.7% |
| Q4 2015 | $821,000 | +123.1% | 7,086 | +119.0% | 0.91% | +95.3% |
| Q2 2015 | $368,000 | -82.2% | 3,235 | -82.2% | 0.47% | -80.2% |
| Q1 2015 | $2,069,000 | -69.0% | 18,157 | -69.7% | 2.36% | -71.8% |
| Q4 2014 | $6,670,000 | – | 59,886 | – | 8.36% | – |
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% |