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 2020 | $11,278,000 | +267.0% | 48,804 | +229.6% | 0.40% | +80.9% |
| Q2 2020 | $3,073,000 | +45.6% | 14,808 | +15.9% | 0.22% | +19.6% |
| Q1 2020 | $2,110,000 | +3.9% | 12,782 | +21.9% | 0.18% | +35.3% |
| Q4 2019 | $2,031,000 | -17.3% | 10,488 | -23.1% | 0.14% | -24.4% |
| Q3 2019 | $2,457,000 | -6.3% | 13,645 | -6.8% | 0.18% | -8.2% |
| Q2 2019 | $2,623,000 | -6.1% | 14,635 | -9.7% | 0.20% | -7.1% |
| Q1 2019 | $2,792,000 | +3.8% | 16,199 | -9.2% | 0.21% | -11.7% |
| Q4 2018 | $2,689,000 | -15.2% | 17,845 | -0.3% | 0.24% | -8.4% |
| Q3 2018 | $3,172,000 | +8.2% | 17,902 | -0.7% | 0.26% | -1.9% |
| Q2 2018 | $2,931,000 | +3.8% | 18,022 | -1.1% | 0.27% | 0.0% |
| Q1 2018 | $2,825,000 | +0.1% | 18,217 | -1.4% | 0.27% | -3.3% |
| Q4 2017 | $2,823,000 | +9.4% | 18,477 | +2.7% | 0.28% | -2.1% |
| Q3 2017 | $2,581,000 | +10.3% | 17,996 | +5.3% | 0.28% | +1.4% |
| Q2 2017 | $2,339,000 | +133.2% | 17,088 | +124.0% | 0.28% | +93.7% |
| Q1 2017 | $1,003,000 | -11.2% | 7,628 | -17.8% | 0.14% | -15.4% |
| Q4 2016 | $1,130,000 | -6.7% | 9,281 | -6.8% | 0.17% | -10.6% |
| Q3 2016 | $1,211,000 | -1.9% | 9,956 | -5.9% | 0.19% | -8.3% |
| Q2 2016 | $1,234,000 | -4.0% | 10,581 | -4.6% | 0.21% | -9.3% |
| Q1 2016 | $1,285,000 | -16.9% | 11,091 | -17.0% | 0.23% | -21.2% |
| Q4 2015 | $1,547,000 | – | 13,358 | – | 0.29% | – |
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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% |