ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $56,584 | +0.5% | 800 | 0.0% | 0.01% | +7.7% |
| Q2 2023 | $56,296 | +6.8% | 800 | -1.5% | 0.01% | +8.3% |
| Q1 2023 | $52,707 | +12.6% | 812 | +1.5% | 0.01% | +20.0% |
| Q4 2022 | $46,800 | +1.7% | 800 | 0.0% | 0.01% | -9.1% |
| Q3 2022 | $46,000 | -67.8% | 800 | -66.3% | 0.01% | -65.6% |
| Q2 2022 | $143,000 | +134.4% | 2,371 | +196.4% | 0.03% | +166.7% |
| Q1 2022 | $61,000 | -9.0% | 800 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $67,000 | 0.0% | 800 | -11.1% | 0.01% | 0.0% |
| Q3 2021 | $67,000 | +15.5% | 900 | +12.5% | 0.01% | +18.2% |
| Q2 2021 | $58,000 | +11.5% | 800 | 0.0% | 0.01% | -8.3% |
| Q1 2021 | $52,000 | -10.3% | 800 | +220.0% | 0.01% | -14.3% |
| Q3 2020 | $58,000 | +11.5% | 250 | 0.0% | 0.01% | +7.7% |
| Q2 2020 | $52,000 | +26.8% | 250 | 0.0% | 0.01% | +8.3% |
| Q1 2020 | $41,000 | -14.6% | 250 | 0.0% | 0.01% | +9.1% |
| Q4 2019 | $48,000 | – | 250 | – | 0.01% | – |
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% |