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 | $1,795,614 | -2.9% | 26,244 | 0.0% | 0.61% | +1.8% |
| Q2 2023 | $1,849,677 | +10.3% | 26,244 | 0.0% | 0.60% | +6.3% |
| Q1 2023 | $1,676,729 | +9.2% | 26,244 | 0.0% | 0.57% | +19.6% |
| Q4 2022 | $1,535,274 | +3.9% | 26,244 | +2.7% | 0.47% | -6.9% |
| Q3 2022 | $1,478,000 | -3.6% | 25,554 | +0.6% | 0.51% | -20.2% |
| Q2 2022 | $1,533,000 | -13.7% | 25,404 | +9.3% | 0.64% | -3.9% |
| Q1 2022 | $1,776,000 | -0.3% | 23,251 | 0.0% | 0.66% | +4.4% |
| Q4 2021 | $1,782,000 | +8.3% | 23,251 | -3.8% | 0.64% | -2.0% |
| Q1 2021 | $1,645,000 | +7.3% | 24,164 | 0.0% | 0.65% | +1.9% |
| Q4 2020 | $1,533,000 | +8.7% | 24,164 | +300.0% | 0.64% | +16.9% |
| Q3 2020 | $1,410,000 | +11.7% | 6,041 | -0.7% | 0.54% | +43.4% |
| Q2 2020 | $1,262,000 | +23.1% | 6,081 | -5.6% | 0.38% | +11.1% |
| Q1 2020 | $1,025,000 | -35.0% | 6,444 | -17.2% | 0.34% | -23.3% |
| Q4 2019 | $1,578,000 | +9.5% | 7,784 | -0.1% | 0.45% | +8.3% |
| Q3 2019 | $1,441,000 | +0.1% | 7,794 | -3.0% | 0.41% | -2.8% |
| Q2 2019 | $1,440,000 | +4.3% | 8,032 | +0.3% | 0.42% | -1.2% |
| Q1 2019 | $1,380,000 | +32.7% | 8,004 | +15.9% | 0.43% | -26.7% |
| Q4 2018 | $1,040,000 | -2.6% | 6,904 | 0.0% | 0.58% | -1.3% |
| Q3 2018 | $1,068,000 | +63.6% | 6,904 | +71.8% | 0.59% | +54.8% |
| Q2 2018 | $653,000 | +4.5% | 4,018 | -0.4% | 0.38% | +4.9% |
| Q1 2018 | $625,000 | +1.5% | 4,033 | 0.0% | 0.36% | +2.5% |
| Q4 2017 | $616,000 | – | 4,033 | – | 0.36% | – |
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% |