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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $75,086 | +9.8% | 1,000 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $68,386 | +74.4% | 1,000 | +79.5% | 0.01% | +80.0% |
Q2 2023 | $39,222 | +72.4% | 557 | +56.5% | 0.01% | +66.7% |
Q1 2023 | $22,745 | +9.2% | 356 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $20,826 | +1.1% | 356 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $20,595 | -4.1% | 356 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $21,485 | -21.0% | 356 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $27,191 | -8.7% | 356 | 0.0% | 0.00% | -25.0% |
Q4 2021 | $29,787 | +13.2% | 356 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $26,312 | +1.6% | 356 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $25,892 | +11.7% | 356 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $23,179 | +2.0% | 356 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $22,720 | +10.5% | 356 | +300.0% | 0.00% | 0.0% |
Q3 2020 | $20,566 | +11.4% | 89 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $18,467 | +25.7% | 89 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $14,689 | -14.8% | 89 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $17,234 | +7.6% | 89 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $16,023 | +0.4% | 89 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $15,952 | +4.0% | 89 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $15,340 | +14.4% | 89 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $13,410 | -15.0% | 89 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $15,768 | -40.9% | 89 | -45.7% | 0.00% | -42.9% |
Q2 2018 | $26,668 | +4.9% | 164 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $25,431 | +1.5% | 164 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $25,054 | -16.0% | 164 | -21.2% | 0.01% | -22.2% |
Q3 2017 | $29,813 | +5.2% | 208 | +0.5% | 0.01% | 0.0% |
Q2 2017 | $28,346 | +4.1% | 207 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $27,242 | – | 207 | – | 0.01% | – |
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% |