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 | $650,401 | -2.9% | 9,506 | 0.0% | 0.23% | +0.9% |
| Q2 2023 | $669,983 | +9.9% | 9,506 | -0.4% | 0.23% | +2.2% |
| Q1 2023 | $609,830 | +108410.7% | 9,545 | -0.7% | 0.22% | +3.7% |
| Q4 2022 | $562 | -99.9% | 9,611 | +5.5% | 0.22% | -5.3% |
| Q3 2022 | $527,000 | -4.2% | 9,111 | 0.0% | 0.23% | +0.9% |
| Q2 2022 | $550,000 | -23.7% | 9,111 | -3.4% | 0.23% | -9.6% |
| Q1 2022 | $721,000 | -13.3% | 9,436 | -5.1% | 0.25% | -15.0% |
| Q4 2021 | $832,000 | +35.3% | 9,947 | +19.6% | 0.29% | +19.5% |
| Q3 2021 | $615,000 | +1.7% | 8,320 | 0.0% | 0.25% | -10.9% |
| Q2 2021 | $605,000 | +11.6% | 8,320 | 0.0% | 0.28% | +4.9% |
| Q1 2021 | $542,000 | +1.1% | 8,320 | -0.9% | 0.26% | -20.3% |
| Q4 2020 | $536,000 | +10.5% | 8,396 | +300.0% | 0.33% | -3.5% |
| Q3 2020 | $485,000 | -1.8% | 2,099 | -11.9% | 0.34% | -6.8% |
| Q2 2020 | $494,000 | +23.2% | 2,382 | -1.9% | 0.37% | +7.0% |
| Q1 2020 | $401,000 | -15.9% | 2,427 | -1.4% | 0.34% | +3.6% |
| Q4 2019 | $477,000 | +139.7% | 2,461 | +122.1% | 0.33% | +190.4% |
| Q3 2019 | $199,000 | -5.2% | 1,108 | -5.4% | 0.11% | -3.4% |
| Q2 2019 | $210,000 | +4.0% | 1,171 | 0.0% | 0.12% | +0.9% |
| Q1 2019 | $202,000 | +55.4% | 1,171 | +35.5% | 0.12% | +46.2% |
| Q4 2018 | $130,000 | +10.2% | 864 | -3.4% | 0.08% | -3.6% |
| Q1 2017 | $118,000 | – | 894 | – | 0.08% | – |
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% |