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 | $339,809,188 | +41.3% | 4,965,562 | +45.4% | 0.50% | +16.2% |
| Q2 2023 | $240,472,864 | +11.2% | 3,413,965 | +0.9% | 0.43% | +6.1% |
| Q1 2023 | $216,227,501 | +21.0% | 3,383,039 | +10.8% | 0.41% | +12.4% |
| Q4 2022 | $178,664,851 | +25.4% | 3,053,382 | +24.1% | 0.36% | +11.0% |
| Q3 2022 | $142,432,000 | -4.6% | 2,461,403 | -0.4% | 0.33% | -0.9% |
| Q2 2022 | $149,319,000 | -74.0% | 2,471,414 | -64.5% | 0.33% | -70.5% |
| Q1 2022 | $574,013,000 | +90.6% | 6,970,662 | +93.8% | 1.11% | +95.4% |
| Q4 2021 | $301,182,000 | +28.7% | 3,596,828 | +13.7% | 0.57% | +16.8% |
| Q3 2021 | $234,063,000 | +6.8% | 3,163,405 | +5.1% | 0.49% | +3.0% |
| Q2 2021 | $219,118,000 | +2.8% | 3,010,585 | -7.9% | 0.47% | -7.6% |
| Q1 2021 | $213,205,000 | -23.9% | 3,270,550 | -25.5% | 0.51% | -31.4% |
| Q4 2020 | $280,090,000 | +5.2% | 4,388,169 | +279.1% | 0.75% | -6.0% |
| Q3 2020 | $266,221,000 | +21.8% | 1,157,625 | +10.0% | 0.80% | +8.4% |
| Q2 2020 | $218,550,000 | -4.5% | 1,052,738 | -27.2% | 0.73% | -21.7% |
| Q1 2020 | $228,803,000 | – | 1,445,344 | – | 0.94% | – |
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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% |