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 | $643,148 | -2.9% | 9,400 | 0.0% | 0.28% | +2.2% |
| Q2 2023 | $662,512 | +8.0% | 9,400 | -2.1% | 0.27% | +1.5% |
| Q1 2023 | $613,344 | +9.2% | 9,600 | 0.0% | 0.27% | +2.3% |
| Q4 2022 | $561,600 | +1.2% | 9,600 | 0.0% | 0.26% | -7.7% |
| Q3 2022 | $555,000 | -8.1% | 9,600 | -4.0% | 0.29% | -6.5% |
| Q2 2022 | $604,000 | -22.8% | 10,000 | -2.3% | 0.31% | -7.8% |
| Q1 2022 | $782,000 | -11.3% | 10,240 | -2.8% | 0.33% | -7.5% |
| Q4 2021 | $882,000 | +13.2% | 10,540 | 0.0% | 0.36% | +2.6% |
| Q3 2021 | $779,000 | +1.6% | 10,540 | 0.0% | 0.35% | +1.7% |
| Q2 2021 | $767,000 | -3.8% | 10,540 | -13.9% | 0.34% | -9.2% |
| Q1 2021 | $797,000 | +2.0% | 12,240 | 0.0% | 0.38% | -3.8% |
| Q4 2020 | $781,000 | +10.5% | 12,240 | +300.0% | 0.39% | -3.0% |
| Q3 2020 | $707,000 | +11.3% | 3,060 | 0.0% | 0.41% | +4.4% |
| Q2 2020 | $635,000 | +18.0% | 3,060 | -6.1% | 0.39% | -0.8% |
| Q1 2020 | $538,000 | -19.7% | 3,260 | -5.8% | 0.39% | +0.8% |
| Q4 2019 | $670,000 | +4.2% | 3,460 | -3.1% | 0.39% | -2.0% |
| Q3 2019 | $643,000 | -5.2% | 3,570 | -5.6% | 0.40% | -5.5% |
| Q2 2019 | $678,000 | -1.6% | 3,780 | -5.5% | 0.42% | -4.5% |
| Q1 2019 | $689,000 | +14.3% | 4,000 | 0.0% | 0.44% | -3.1% |
| Q4 2018 | $603,000 | -15.0% | 4,000 | 0.0% | 0.45% | +8.9% |
| Q3 2018 | $709,000 | +7.4% | 4,000 | -1.5% | 0.42% | +0.7% |
| Q2 2018 | $660,000 | +10.6% | 4,060 | +5.5% | 0.41% | +8.9% |
| Q1 2018 | $597,000 | -1.0% | 3,850 | -2.5% | 0.38% | +3.0% |
| Q4 2017 | $603,000 | +6.3% | 3,950 | 0.0% | 0.37% | +5.1% |
| Q3 2017 | $567,000 | +4.8% | 3,950 | 0.0% | 0.35% | +0.9% |
| Q2 2017 | $541,000 | +4.0% | 3,950 | 0.0% | 0.35% | +3.3% |
| Q1 2017 | $520,000 | +8.1% | 3,950 | 0.0% | 0.34% | +8.7% |
| Q4 2016 | $481,000 | -4.0% | 3,950 | -4.1% | 0.31% | -6.9% |
| Q3 2016 | $501,000 | +4.4% | 4,120 | 0.0% | 0.33% | +4.4% |
| Q2 2016 | $480,000 | +0.4% | 4,120 | 0.0% | 0.32% | +1.3% |
| Q1 2016 | $478,000 | +0.2% | 4,120 | 0.0% | 0.32% | -5.1% |
| Q4 2015 | $477,000 | +1.7% | 4,120 | -5.3% | 0.33% | +0.3% |
| Q3 2015 | $469,000 | -5.3% | 4,350 | 0.0% | 0.33% | +4.7% |
| Q2 2015 | $495,000 | -0.2% | 4,350 | 0.0% | 0.32% | -0.3% |
| Q1 2015 | $496,000 | +2.1% | 4,350 | 0.0% | 0.32% | 0.0% |
| Q4 2014 | $486,000 | – | 4,350 | – | 0.32% | – |
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% |