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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $654,605 | +9.4% | 9,567 | +12.7% | 0.04% | +5.3% |
| Q2 2023 | $598,336 | +249.6% | 8,489 | +216.9% | 0.04% | +245.5% |
| Q1 2023 | $171,140 | +96.3% | 2,679 | +79.7% | 0.01% | +83.3% |
| Q4 2022 | $87,204 | -19.3% | 1,491 | -20.3% | 0.01% | -33.3% |
| Q3 2022 | $108,000 | -29.9% | 1,871 | -26.5% | 0.01% | -35.7% |
| Q2 2022 | $154,000 | -31.6% | 2,544 | -13.8% | 0.01% | -26.3% |
| Q1 2022 | $225,000 | -22.4% | 2,951 | -15.0% | 0.02% | -26.9% |
| Q4 2021 | $290,000 | +25.0% | 3,472 | +10.4% | 0.03% | +8.3% |
| Q3 2021 | $232,000 | +21.5% | 3,146 | +19.8% | 0.02% | +14.3% |
| Q2 2021 | $191,000 | +213.1% | 2,625 | +182.0% | 0.02% | +162.5% |
| Q1 2021 | $61,000 | +1120.0% | 931 | +2486.1% | 0.01% | +166.7% |
| Q4 2017 | $5,000 | 0.0% | 36 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $5,000 | – | 36 | – | 0.00% | – |
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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% |