ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $527,841 | +14.8% | 7,715 | +18.2% | 0.10% | +25.9% |
Q2 2023 | $459,960 | +4.9% | 6,526 | -4.9% | 0.08% | -6.9% |
Q1 2023 | $438,483 | +0.4% | 6,863 | -8.1% | 0.09% | -6.5% |
Q4 2022 | $436,761 | -49.3% | 7,466 | -49.9% | 0.09% | -44.6% |
Q3 2022 | $862,000 | +59.6% | 14,894 | +66.6% | 0.17% | +211.1% |
Q2 2022 | $540,000 | -19.4% | 8,942 | +1.9% | 0.05% | -6.9% |
Q1 2022 | $670,000 | -17.0% | 8,774 | -9.0% | 0.06% | -10.8% |
Q4 2021 | $807,000 | +54.0% | 9,640 | +36.1% | 0.06% | +41.3% |
Q3 2021 | $524,000 | -99.6% | 7,083 | +852.0% | 0.05% | +48.4% |
Q2 2019 | $133,354,000 | +74818.0% | 744 | -35.4% | 0.03% | -54.4% |
Q1 2018 | $178,000 | – | 1,151 | – | 0.07% | – |
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% |