ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,174,429 | +252.9% | 17,165 | +263.5% | 0.03% | +300.0% |
| Q2 2023 | $332,807 | +10.4% | 4,722 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $301,435 | +30043.5% | 4,718 | +29387.5% | 0.01% | – |
| Q4 2021 | $1,000 | 0.0% | 16 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | -66.7% | 16 | -69.8% | 0.00% | – |
| Q4 2020 | $3,000 | 0.0% | 53 | +278.6% | 0.00% | – |
| Q3 2020 | $3,000 | -40.0% | 14 | -48.1% | 0.00% | – |
| Q2 2020 | $5,000 | -54.5% | 27 | -62.5% | 0.00% | -100.0% |
| Q1 2020 | $11,000 | -26.7% | 72 | -11.1% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | +150.0% | 81 | +131.4% | 0.00% | – |
| Q3 2019 | $6,000 | – | 35 | – | 0.00% | – |
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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% |