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 | $31,420 | -2.9% | 459 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,366 | +10.6% | 459 | +0.2% | 0.01% | -7.7% |
| Q1 2023 | $29,277 | +9.5% | 458 | +0.2% | 0.01% | -23.5% |
| Q4 2022 | $26,727 | +2.8% | 457 | +0.4% | 0.02% | -10.5% |
| Q3 2022 | $26,000 | -3.7% | 455 | 0.0% | 0.02% | -13.6% |
| Q2 2022 | $27,000 | -61.4% | 455 | -49.9% | 0.02% | -55.1% |
| Q1 2022 | $70,000 | +84.2% | 908 | +100.4% | 0.05% | +69.0% |
| Q4 2021 | $38,000 | +5.6% | 453 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $36,000 | +9.1% | 453 | +0.2% | 0.03% | +20.8% |
| Q2 2021 | $33,000 | +13.8% | 452 | +0.2% | 0.02% | +4.3% |
| Q1 2021 | $29,000 | 0.0% | 451 | 0.0% | 0.02% | -17.9% |
| Q4 2020 | $29,000 | – | 451 | – | 0.03% | – |
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% |