ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $963,550 | -2.8% | 14,083 | +0.1% | 0.30% | -5.1% |
| Q2 2023 | $991,222 | +10.4% | 14,064 | +0.1% | 0.31% | +11.3% |
| Q1 2023 | $897,780 | +9.0% | 14,052 | -0.2% | 0.28% | +1.4% |
| Q4 2022 | $823,427 | +13.0% | 14,076 | +11.7% | 0.28% | -4.1% |
| Q3 2022 | $729,000 | -3.6% | 12,604 | +0.6% | 0.29% | +6.2% |
| Q2 2022 | $756,000 | -9.2% | 12,531 | +14.9% | 0.27% | +20.8% |
| Q1 2022 | $833,000 | -37.5% | 10,908 | -31.5% | 0.23% | -36.5% |
| Q4 2021 | $1,333,000 | +11.6% | 15,927 | -1.4% | 0.36% | +1.7% |
| Q3 2021 | $1,194,000 | -0.1% | 16,156 | -1.7% | 0.35% | +0.3% |
| Q2 2021 | $1,195,000 | +11.8% | 16,430 | +0.1% | 0.35% | -5.4% |
| Q1 2021 | $1,069,000 | -13.7% | 16,418 | -15.3% | 0.37% | -20.8% |
| Q4 2020 | $1,238,000 | +9.8% | 19,392 | +297.4% | 0.47% | -11.7% |
| Q3 2020 | $1,128,000 | -1.5% | 4,880 | -11.6% | 0.53% | -2.6% |
| Q2 2020 | $1,145,000 | +25.8% | 5,520 | +0.1% | 0.54% | +0.7% |
| Q1 2020 | $910,000 | -15.9% | 5,512 | -1.3% | 0.54% | +20.1% |
| Q4 2019 | $1,082,000 | +22.5% | 5,587 | +13.9% | 0.45% | -1.3% |
| Q3 2019 | $883,000 | +3.9% | 4,904 | +3.4% | 0.45% | +4.4% |
| Q2 2019 | $850,000 | +4.2% | 4,744 | +0.1% | 0.44% | 0.0% |
| Q1 2019 | $816,000 | +14.4% | 4,737 | +0.1% | 0.44% | +13.9% |
| Q4 2018 | $713,000 | +9.0% | 4,731 | +28.1% | 0.38% | +20.5% |
| Q3 2018 | $654,000 | -1.8% | 3,693 | -9.8% | 0.32% | -9.2% |
| Q2 2018 | $666,000 | +1.8% | 4,093 | -2.9% | 0.35% | +35.3% |
| Q1 2018 | $654,000 | +6.9% | 4,216 | -1.2% | 0.26% | -3.0% |
| Q3 2017 | $612,000 | +1.3% | 4,269 | -3.2% | 0.27% | -2.2% |
| Q2 2017 | $604,000 | +4.0% | 4,412 | -0.1% | 0.27% | +2.6% |
| Q1 2017 | $581,000 | +8.0% | 4,418 | 0.0% | 0.26% | +3.1% |
| Q4 2016 | $538,000 | +1.7% | 4,418 | 0.0% | 0.26% | -4.8% |
| Q3 2016 | $529,000 | +12.1% | 4,418 | +9.2% | 0.27% | +1.1% |
| Q2 2016 | $472,000 | -20.9% | 4,045 | -21.6% | 0.27% | -22.2% |
| Q1 2016 | $597,000 | +6.4% | 5,161 | 0.0% | 0.34% | -22.4% |
| Q4 2015 | $561,000 | – | 5,161 | – | 0.44% | – |
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% |