ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,235,939 | +36.1% | 18,064 | +40.2% | 0.12% | +37.8% |
| Q2 2023 | $908,347 | +10.3% | 12,888 | 0.0% | 0.09% | +4.7% |
| Q1 2023 | $823,415 | +9.2% | 12,888 | 0.0% | 0.09% | +1.2% |
| Q4 2022 | $753,948 | +1.1% | 12,888 | 0.0% | 0.08% | -14.1% |
| Q3 2022 | $746,000 | -5.8% | 12,888 | -1.8% | 0.10% | -6.6% |
| Q2 2022 | $792,000 | -22.6% | 13,128 | -2.0% | 0.11% | -14.5% |
| Q1 2022 | $1,023,000 | -6.8% | 13,393 | +2.0% | 0.12% | -5.3% |
| Q4 2021 | $1,098,000 | +13.2% | 13,128 | 0.0% | 0.13% | -3.0% |
| Q3 2021 | $970,000 | +1.6% | 13,128 | 0.0% | 0.14% | -2.9% |
| Q2 2021 | $955,000 | +11.7% | 13,128 | 0.0% | 0.14% | 0.0% |
| Q1 2021 | $855,000 | +2.0% | 13,128 | 0.0% | 0.14% | -10.9% |
| Q4 2020 | $838,000 | +87.1% | 13,128 | +577.7% | 0.16% | +59.2% |
| Q3 2020 | $448,000 | +11.4% | 1,937 | 0.0% | 0.10% | +10.1% |
| Q2 2020 | $402,000 | -11.3% | 1,937 | -29.0% | 0.09% | +17.1% |
| Q1 2020 | $453,000 | -19.3% | 2,729 | -6.5% | 0.08% | +11.8% |
| Q4 2019 | $561,000 | +9.6% | 2,918 | +2.1% | 0.07% | -13.9% |
| Q3 2019 | $512,000 | +0.8% | 2,858 | 0.0% | 0.08% | -1.2% |
| Q2 2019 | $508,000 | +3.9% | 2,858 | 0.0% | 0.08% | -7.0% |
| Q1 2019 | $489,000 | +14.8% | 2,858 | 0.0% | 0.09% | -24.6% |
| Q4 2018 | $426,000 | -15.3% | 2,858 | 0.0% | 0.11% | -20.8% |
| Q3 2018 | $503,000 | +9.1% | 2,858 | 0.0% | 0.14% | -11.1% |
| Q2 2018 | $461,000 | +5.0% | 2,858 | 0.0% | 0.16% | +1.9% |
| Q1 2018 | $439,000 | -43.9% | 2,858 | -44.3% | 0.16% | -49.0% |
| Q4 2017 | $782,000 | +6.5% | 5,135 | 0.0% | 0.31% | +3.0% |
| Q3 2017 | $734,000 | +5.2% | 5,135 | 0.0% | 0.30% | -1.9% |
| Q2 2017 | $698,000 | +3.9% | 5,135 | 0.0% | 0.31% | +4.7% |
| Q1 2017 | $672,000 | +8.2% | 5,135 | 0.0% | 0.30% | -5.1% |
| Q4 2016 | $621,000 | 0.0% | 5,135 | 0.0% | 0.31% | -23.2% |
| Q3 2016 | $621,000 | +4.2% | 5,135 | 0.0% | 0.40% | -1.2% |
| Q2 2016 | $596,000 | +0.7% | 5,135 | 0.0% | 0.41% | +6.8% |
| Q1 2016 | $592,000 | 0.0% | 5,135 | 0.0% | 0.38% | -6.3% |
| Q4 2015 | $592,000 | +3.0% | 5,135 | -4.2% | 0.41% | +3.3% |
| Q3 2015 | $575,000 | -23.5% | 5,360 | -19.4% | 0.40% | -17.1% |
| Q2 2015 | $752,000 | – | 6,651 | – | 0.48% | – |
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% |