ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $10,207,376 | +6.4% | 144,827 | -3.6% | 1.17% | -0.5% |
| Q1 2023 | $9,595,146 | +8.4% | 150,182 | -0.8% | 1.18% | +6.9% |
| Q4 2022 | $8,855,406 | +7.7% | 151,374 | +6.5% | 1.10% | +0.7% |
| Q3 2022 | $8,223,000 | -11.6% | 142,146 | -7.8% | 1.09% | -4.5% |
| Q2 2022 | $9,307,000 | -13.4% | 154,214 | +9.6% | 1.14% | -0.2% |
| Q1 2022 | $10,748,000 | +5.8% | 140,711 | +15.9% | 1.15% | +6.7% |
| Q4 2021 | $10,159,000 | +10.5% | 121,419 | -2.4% | 1.08% | +6.2% |
| Q3 2021 | $9,192,000 | -0.1% | 124,363 | -1.7% | 1.01% | -0.7% |
| Q2 2021 | $9,205,000 | +1.3% | 126,570 | -9.3% | 1.02% | -4.9% |
| Q1 2021 | $9,089,000 | -4.7% | 139,588 | -6.6% | 1.07% | -20.2% |
| Q4 2020 | $9,541,000 | +13.7% | 149,499 | +311.8% | 1.34% | -1.8% |
| Q3 2020 | $8,389,000 | +10.6% | 36,303 | -0.7% | 1.37% | +2.5% |
| Q2 2020 | $7,584,000 | +46.7% | 36,551 | +16.7% | 1.33% | +27.6% |
| Q1 2020 | $5,169,000 | +7.3% | 31,319 | +25.9% | 1.04% | -15.9% |
| Q4 2019 | $4,817,000 | +20.7% | 24,878 | +12.3% | 1.24% | +21.6% |
| Q3 2019 | $3,990,000 | -5.5% | 22,163 | -5.9% | 1.02% | -11.1% |
| Q2 2019 | $4,220,000 | +5.4% | 23,546 | +1.3% | 1.15% | -1.3% |
| Q1 2019 | $4,005,000 | +9.4% | 23,239 | -4.4% | 1.16% | -7.6% |
| Q4 2018 | $3,662,000 | +29.5% | 24,304 | +52.3% | 1.26% | +37.9% |
| Q3 2018 | $2,828,000 | +3.6% | 15,962 | -4.9% | 0.91% | -1.7% |
| Q2 2018 | $2,730,000 | +71.8% | 16,787 | +63.8% | 0.93% | +56.0% |
| Q1 2018 | $1,589,000 | +144.5% | 10,248 | +141.0% | 0.60% | +104.1% |
| Q4 2017 | $650,000 | +185.1% | 4,252 | +167.4% | 0.29% | +158.4% |
| Q3 2017 | $228,000 | -79.5% | 1,590 | -80.4% | 0.11% | -76.7% |
| Q2 2017 | $1,113,000 | – | 8,130 | – | 0.49% | – |
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% |