ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $540,106 | -0.7% | 7,718 | 0.0% | 0.13% | +5.6% |
Q2 2023 | $543,965 | +10.3% | 7,718 | 0.0% | 0.13% | +7.7% |
Q1 2023 | $493,103 | -46.0% | 7,718 | -50.5% | 0.12% | -46.8% |
Q4 2022 | $912,951 | +88.2% | 15,606 | +91.4% | 0.22% | +58.3% |
Q3 2022 | $485,000 | -7.6% | 8,152 | 0.0% | 0.14% | +11.2% |
Q2 2022 | $525,000 | -22.9% | 8,152 | 0.0% | 0.12% | -5.3% |
Q4 2021 | $681,000 | +31.0% | 8,152 | 0.0% | 0.13% | 0.0% |
Q1 2021 | $520,000 | +13.0% | 8,152 | 0.0% | 0.13% | +7.3% |
Q3 2020 | $460,000 | +4.8% | 8,152 | +300.0% | 0.12% | +5.1% |
Q2 2020 | $439,000 | +62.6% | 2,038 | +3.3% | 0.12% | +9.3% |
Q2 2017 | $270,000 | +4.2% | 1,972 | 0.0% | 0.11% | -5.3% |
Q1 2017 | $259,000 | +7.9% | 1,972 | 0.0% | 0.11% | +6.6% |
Q4 2016 | $240,000 | 0.0% | 1,972 | 0.0% | 0.11% | +1.9% |
Q3 2016 | $240,000 | +4.3% | 1,972 | 0.0% | 0.10% | +8.3% |
Q2 2016 | $230,000 | +0.4% | 1,972 | 0.0% | 0.10% | -4.0% |
Q1 2016 | $229,000 | +0.4% | 1,972 | 0.0% | 0.10% | -3.8% |
Q4 2015 | $228,000 | – | 1,972 | – | 0.10% | – |
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% |