ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $380,894 | +5.6% | 5,567 | +8.7% | 0.05% | +9.3% |
| Q2 2023 | $360,857 | +10.3% | 5,120 | 0.0% | 0.04% | +2.4% |
| Q1 2023 | $327,116 | +9.2% | 5,120 | 0.0% | 0.04% | +7.7% |
| Q4 2022 | $299,520 | +1.2% | 5,120 | 0.0% | 0.04% | -4.9% |
| Q3 2022 | $296,000 | -3.9% | 5,120 | 0.0% | 0.04% | -10.9% |
| Q2 2022 | $308,000 | -28.0% | 5,120 | 0.0% | 0.05% | -30.3% |
| Q1 2022 | $428,000 | 0.0% | 5,120 | 0.0% | 0.07% | 0.0% |
| Q4 2021 | $428,000 | +13.2% | 5,120 | 0.0% | 0.07% | +3.1% |
| Q3 2021 | $378,000 | -10.2% | 5,120 | -11.6% | 0.06% | -11.1% |
| Q2 2021 | $421,000 | -9.5% | 5,793 | -19.0% | 0.07% | -17.2% |
| Q1 2021 | $465,000 | -3.3% | 7,148 | -5.3% | 0.09% | -15.5% |
| Q4 2020 | $481,000 | +4.1% | 7,548 | +277.0% | 0.10% | -9.6% |
| Q3 2020 | $462,000 | +11.3% | 2,002 | 0.0% | 0.11% | +7.5% |
| Q2 2020 | $415,000 | -65.9% | 2,002 | -68.2% | 0.11% | -69.6% |
| Q4 2019 | $1,218,000 | +11.3% | 6,295 | +3.6% | 0.35% | -4.6% |
| Q3 2019 | $1,094,000 | +4.5% | 6,077 | +4.0% | 0.37% | -7.6% |
| Q2 2019 | $1,047,000 | +3.8% | 5,842 | -0.3% | 0.40% | +3.9% |
| Q1 2019 | $1,009,000 | +20.1% | 5,858 | +5.0% | 0.38% | +10.8% |
| Q4 2018 | $840,000 | – | 5,577 | – | 0.34% | – |
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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% |