ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,176,824 | -26.6% | 17,200 | -31.5% | 2.51% | +128.1% |
| Q1 2023 | $1,603,639 | +54.9% | 25,100 | +41.8% | 1.10% | -21.4% |
| Q4 2022 | $1,035,450 | -24.5% | 17,700 | -25.3% | 1.40% | -69.9% |
| Q3 2022 | $1,371,000 | +85.5% | 23,700 | +93.6% | 4.66% | +128.8% |
| Q2 2022 | $739,000 | -92.3% | 12,244 | -90.2% | 2.04% | -78.0% |
| Q1 2022 | $9,558,000 | -26.3% | 125,144 | -19.3% | 9.26% | +13.5% |
| Q4 2021 | $12,973,000 | +308.7% | 155,044 | +261.0% | 8.16% | +169.9% |
| Q3 2021 | $3,174,000 | +22.0% | 42,944 | +281.4% | 3.02% | +22.4% |
| Q3 2020 | $2,602,000 | -50.7% | 11,261 | -55.8% | 2.47% | -67.6% |
| Q2 2020 | $5,283,000 | +465.6% | 25,461 | +349.8% | 7.62% | -56.3% |
| Q1 2020 | $934,000 | -95.4% | 5,661 | -94.6% | 17.44% | +102.5% |
| Q4 2019 | $20,150,000 | +132.9% | 104,061 | +116.5% | 8.61% | +36.4% |
| Q3 2019 | $8,652,000 | -1.2% | 48,061 | -1.6% | 6.31% | +28.1% |
| Q2 2019 | $8,758,000 | +0.1% | 48,861 | -3.7% | 4.92% | +31.3% |
| Q1 2019 | $8,749,000 | +10.7% | 50,761 | -3.2% | 3.75% | -52.4% |
| Q4 2018 | $7,904,000 | -48.9% | 52,461 | -39.9% | 7.88% | +70.0% |
| Q3 2018 | $15,460,000 | +55.7% | 87,261 | +42.9% | 4.64% | -52.2% |
| Q2 2018 | $9,929,000 | +413.9% | 61,061 | +390.0% | 9.70% | +260.1% |
| Q1 2018 | $1,932,000 | -83.9% | 12,461 | -84.2% | 2.69% | -37.2% |
| Q4 2017 | $12,017,000 | +460.0% | 78,661 | +425.8% | 4.29% | +238.4% |
| Q3 2017 | $2,146,000 | -50.6% | 14,961 | -52.9% | 1.27% | -50.5% |
| Q2 2017 | $4,346,000 | +432.6% | 31,761 | +412.2% | 2.56% | +249.4% |
| Q1 2017 | $816,000 | -87.7% | 6,201 | -88.6% | 0.73% | -92.6% |
| Q4 2016 | $6,638,000 | – | 54,501 | – | 9.88% | – |
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% |