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 | $354,758 | -2.4% | 5,185 | +0.6% | 0.06% | -1.7% |
| Q2 2023 | $363,395 | +69.5% | 5,156 | +53.6% | 0.06% | +63.9% |
| Q1 2023 | $214,415 | -63.7% | 3,356 | -66.8% | 0.04% | -65.7% |
| Q4 2022 | $591,318 | +18.3% | 10,108 | +16.8% | 0.10% | +14.1% |
| Q3 2022 | $500,000 | -47.5% | 8,653 | -45.2% | 0.09% | -46.2% |
| Q2 2022 | $953,000 | -47.4% | 15,787 | -33.4% | 0.17% | -48.2% |
| Q1 2022 | $1,811,000 | +112.8% | 23,713 | +133.0% | 0.33% | +98.8% |
| Q4 2021 | $851,000 | +37.9% | 10,176 | +21.9% | 0.17% | +22.1% |
| Q3 2021 | $617,000 | +145.8% | 8,351 | +141.4% | 0.14% | +134.5% |
| Q2 2021 | $251,000 | +14.6% | 3,459 | +3.1% | 0.06% | +3.6% |
| Q1 2021 | $219,000 | -39.0% | 3,356 | -40.3% | 0.06% | -34.9% |
| Q4 2020 | $359,000 | +74.3% | 5,621 | +529.5% | 0.09% | +26.5% |
| Q3 2020 | $206,000 | -35.8% | 893 | -42.3% | 0.07% | -34.6% |
| Q2 2020 | $321,000 | +58.1% | 1,548 | +47.6% | 0.10% | +9.5% |
| Q4 2019 | $203,000 | -76.1% | 1,049 | -77.7% | 0.10% | -79.4% |
| Q3 2019 | $848,000 | +209.5% | 4,714 | +209.1% | 0.46% | +180.0% |
| Q2 2019 | $274,000 | -37.7% | 1,525 | -40.2% | 0.16% | -44.1% |
| Q1 2019 | $440,000 | -87.7% | 2,552 | -89.3% | 0.30% | -87.1% |
| Q4 2018 | $3,586,000 | +709.5% | 23,804 | +852.2% | 2.30% | +466.7% |
| Q3 2018 | $443,000 | -51.4% | 2,500 | -55.4% | 0.40% | -54.3% |
| Q2 2018 | $912,000 | +18.0% | 5,608 | +12.5% | 0.89% | +11.4% |
| Q1 2018 | $773,000 | +354.7% | 4,986 | +347.2% | 0.80% | +129.8% |
| Q4 2017 | $170,000 | – | 1,115 | – | 0.35% | – |
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% |