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 | $830,395 | -6.2% | 12,137 | -3.4% | 0.16% | -1.8% |
| Q2 2023 | $885,620 | +2114.0% | 12,566 | +1803.9% | 0.16% | +613.0% |
| Q2 2022 | $40,000 | -20.0% | 660 | 0.0% | 0.02% | -8.0% |
| Q1 2022 | $50,000 | -30.6% | 660 | -23.3% | 0.02% | -40.5% |
| Q4 2021 | $72,000 | -84.3% | 860 | -86.1% | 0.04% | -80.0% |
| Q3 2021 | $459,000 | -0.2% | 6,204 | -1.9% | 0.21% | +4.5% |
| Q2 2021 | $460,000 | +15.3% | 6,324 | +3.3% | 0.20% | +17.5% |
| Q1 2021 | $399,000 | +2.0% | 6,124 | 0.0% | 0.17% | -6.6% |
| Q4 2020 | $391,000 | +10.5% | 6,124 | +300.0% | 0.18% | -12.0% |
| Q3 2020 | $354,000 | +25.1% | 1,531 | +12.1% | 0.21% | +16.2% |
| Q2 2020 | $283,000 | +25.8% | 1,366 | 0.0% | 0.18% | +9.8% |
| Q1 2020 | $225,000 | -15.1% | 1,366 | 0.0% | 0.16% | +28.3% |
| Q4 2019 | $265,000 | -19.2% | 1,366 | -25.0% | 0.13% | -30.2% |
| Q3 2019 | $328,000 | +0.3% | 1,822 | 0.0% | 0.18% | -4.7% |
| Q2 2019 | $327,000 | +50.0% | 1,822 | +44.1% | 0.19% | +42.5% |
| Q1 2019 | $218,000 | – | 1,264 | – | 0.13% | – |
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% |