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 | $1,140,818 | -1.8% | 16,674 | +1.1% | 0.38% | +1.1% |
| Q2 2023 | $1,162,057 | +21.5% | 16,488 | +10.1% | 0.38% | +20.8% |
| Q1 2023 | $956,347 | +20.5% | 14,969 | +10.3% | 0.31% | +10.6% |
| Q4 2022 | $793,740 | -0.3% | 13,568 | -1.4% | 0.28% | -2.1% |
| Q3 2022 | $796,000 | -5.0% | 13,764 | -0.8% | 0.29% | +1.0% |
| Q2 2022 | $838,000 | -26.7% | 13,881 | -7.2% | 0.29% | -14.1% |
| Q1 2022 | $1,143,000 | -10.7% | 14,959 | -2.2% | 0.33% | -9.5% |
| Q4 2021 | $1,280,000 | +5.6% | 15,297 | -8.2% | 0.37% | -2.6% |
| Q2 2021 | $1,212,000 | +8.0% | 16,662 | -3.3% | 0.38% | +1.3% |
| Q1 2021 | $1,122,000 | – | 17,236 | – | 0.37% | – |
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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% |