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 | $20,526 | -2.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $21,144 | +10.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $19,167 | +9.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,550 | +3.2% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,000 | -5.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -21.7% | 300 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $23,000 | -93.5% | 300 | -92.9% | 0.00% | -92.7% |
| Q4 2021 | $354,000 | +13.1% | 4,231 | 0.0% | 0.06% | +10.0% |
| Q3 2021 | $313,000 | -54.3% | 4,231 | -55.0% | 0.05% | -55.8% |
| Q2 2021 | $685,000 | +8.9% | 9,412 | -2.5% | 0.11% | -7.4% |
| Q1 2021 | $629,000 | -38.6% | 9,656 | -39.9% | 0.12% | -43.3% |
| Q4 2020 | $1,025,000 | -12.8% | 16,067 | +216.1% | 0.22% | -21.2% |
| Q3 2020 | $1,175,000 | -91.5% | 5,083 | -92.4% | 0.27% | -90.5% |
| Q2 2020 | $13,899,000 | +25.8% | 66,984 | +0.0% | 2.88% | +13.1% |
| Q1 2020 | $11,051,000 | -14.8% | 66,953 | -0.1% | 2.55% | -7.1% |
| Q4 2019 | $12,974,000 | +6.3% | 67,003 | -1.1% | 2.74% | +2.3% |
| Q3 2019 | $12,202,000 | -1.5% | 67,776 | -2.0% | 2.68% | 0.0% |
| Q2 2019 | $12,393,000 | +4.0% | 69,141 | -0.0% | 2.68% | +6.7% |
| Q1 2019 | $11,920,000 | +14.3% | 69,158 | -0.1% | 2.51% | +7.3% |
| Q4 2018 | $10,433,000 | -10.6% | 69,245 | +5.1% | 2.34% | +1.3% |
| Q3 2018 | $11,675,000 | +11.0% | 65,899 | +1.9% | 2.31% | +5.4% |
| Q2 2018 | $10,517,000 | +4.9% | 64,675 | 0.0% | 2.19% | +3.2% |
| Q1 2018 | $10,029,000 | +1.7% | 64,675 | +0.2% | 2.12% | +12.3% |
| Q4 2017 | $9,866,000 | +6.5% | 64,578 | 0.0% | 1.89% | +1.5% |
| Q3 2017 | $9,262,000 | – | 64,578 | – | 1.86% | – |
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% |