ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. 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 | $249,570 | +6.4% | 3,541 | -3.6% | 0.01% | 0.0% |
| Q1 2023 | $234,668 | +9.2% | 3,673 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $214,988 | -1.4% | 3,675 | -2.5% | 0.01% | -16.7% |
| Q3 2022 | $218,000 | -31.7% | 3,768 | -28.8% | 0.01% | -33.3% |
| Q2 2022 | $319,000 | -12.1% | 5,294 | +11.5% | 0.02% | -14.3% |
| Q1 2022 | $363,000 | -41.8% | 4,747 | -36.4% | 0.02% | -40.0% |
| Q4 2021 | $624,000 | +66.8% | 7,459 | +47.3% | 0.04% | +40.0% |
| Q3 2021 | $374,000 | -2.1% | 5,064 | -3.7% | 0.02% | -7.4% |
| Q2 2021 | $382,000 | +11.0% | 5,256 | -0.5% | 0.03% | -12.9% |
| Q1 2021 | $344,000 | -29.8% | 5,280 | -31.2% | 0.03% | -43.6% |
| Q4 2020 | $490,000 | +55.6% | 7,677 | +463.7% | 0.06% | +31.0% |
| Q3 2020 | $315,000 | -9.7% | 1,362 | -19.1% | 0.04% | -22.2% |
| Q2 2020 | $349,000 | +30.2% | 1,683 | +3.5% | 0.05% | +3.8% |
| Q1 2020 | $268,000 | 0.0% | 1,626 | +9.3% | 0.05% | +20.9% |
| Q3 2019 | $268,000 | – | 1,487 | – | 0.04% | – |
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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% |