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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,292,070 | -2.9% | 33,500 | 0.0% | 0.43% | -0.7% |
| Q2 2023 | $2,361,080 | +10.3% | 33,500 | 0.0% | 0.44% | +1.2% |
| Q1 2023 | $2,140,315 | +9.2% | 33,500 | 0.0% | 0.43% | +3.1% |
| Q4 2022 | $1,959,750 | -8.3% | 33,500 | 0.0% | 0.42% | -31.4% |
| Q3 2022 | $2,138,000 | +5.7% | 33,500 | 0.0% | 0.61% | +39.1% |
| Q2 2022 | $2,022,000 | -21.0% | 33,500 | 0.0% | 0.44% | -20.3% |
| Q1 2022 | $2,559,000 | -8.7% | 33,500 | 0.0% | 0.55% | -7.4% |
| Q4 2021 | $2,803,000 | +13.2% | 33,500 | 0.0% | 0.59% | -9.3% |
| Q3 2021 | $2,476,000 | +1.6% | 33,500 | 0.0% | 0.65% | +8.3% |
| Q2 2021 | $2,436,000 | +11.7% | 33,500 | 0.0% | 0.60% | +12.1% |
| Q1 2021 | $2,181,000 | – | 33,500 | – | 0.54% | – |
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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% |