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 | $445,756 | +17.1% | 6,515 | +20.6% | 0.28% | +21.4% |
Q2 2023 | $380,592 | +8.5% | 5,400 | 0.0% | 0.23% | +2.2% |
Q1 2023 | $350,676 | +11.0% | 5,400 | 0.0% | 0.22% | +7.7% |
Q4 2022 | $315,900 | -3.1% | 5,400 | 0.0% | 0.21% | -3.7% |
Q3 2022 | $326,000 | 0.0% | 5,400 | 0.0% | 0.22% | +1.9% |
Q2 2022 | $326,000 | -20.9% | 5,400 | 0.0% | 0.21% | -7.4% |
Q1 2022 | $412,000 | -8.8% | 5,400 | 0.0% | 0.23% | -5.4% |
Q4 2021 | $452,000 | +13.3% | 5,400 | 0.0% | 0.24% | +2.5% |
Q3 2021 | $399,000 | +1.5% | 5,400 | 0.0% | 0.24% | +2.6% |
Q2 2021 | $393,000 | +11.6% | 5,400 | 0.0% | 0.23% | +19.8% |
Q1 2021 | $352,000 | +2.0% | 5,400 | 0.0% | 0.19% | -6.8% |
Q4 2020 | $345,000 | +10.6% | 5,400 | +300.0% | 0.21% | -1.9% |
Q3 2020 | $312,000 | +1.6% | 1,350 | 0.0% | 0.21% | -12.1% |
Q2 2020 | $307,000 | +37.7% | 1,350 | 0.0% | 0.24% | +15.5% |
Q1 2020 | $223,000 | -7.9% | 1,350 | +8.0% | 0.21% | +6.7% |
Q4 2019 | $242,000 | +7.6% | 1,250 | 0.0% | 0.19% | -1.0% |
Q3 2019 | $225,000 | +0.4% | 1,250 | 0.0% | 0.20% | 0.0% |
Q2 2019 | $224,000 | +4.2% | 1,250 | 0.0% | 0.20% | +2.6% |
Q1 2019 | $215,000 | -2.7% | 1,250 | 0.0% | 0.19% | +3.8% |
Q3 2018 | $221,000 | +8.9% | 1,250 | 0.0% | 0.18% | +1.7% |
Q2 2018 | $203,000 | -26.4% | 1,250 | -35.1% | 0.18% | -28.7% |
Q3 2017 | $276,000 | +4.9% | 1,925 | 0.0% | 0.25% | +5.0% |
Q2 2017 | $263,000 | +23.5% | 1,925 | +18.8% | 0.24% | +21.6% |
Q1 2017 | $213,000 | -23.4% | 1,620 | -28.9% | 0.20% | -22.9% |
Q4 2016 | $278,000 | +0.4% | 2,280 | 0.0% | 0.26% | +3.6% |
Q3 2016 | $277,000 | +4.1% | 2,280 | 0.0% | 0.25% | +5.1% |
Q2 2016 | $266,000 | – | 2,280 | – | 0.24% | – |
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% |