ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,531,540 | -2.9% | 37,000 | 0.0% | 1.76% | +3.2% |
| Q2 2023 | $2,607,760 | +10.3% | 37,000 | 0.0% | 1.71% | +3.4% |
| Q1 2023 | $2,363,930 | +9.2% | 37,000 | 0.0% | 1.65% | +4.8% |
| Q4 2022 | $2,164,500 | +1.1% | 37,000 | 0.0% | 1.58% | -8.2% |
| Q3 2022 | $2,140,000 | -4.2% | 37,000 | 0.0% | 1.72% | +1.8% |
| Q2 2022 | $2,233,000 | -21.0% | 37,000 | 0.0% | 1.69% | -4.9% |
| Q1 2022 | $2,826,000 | -16.0% | 37,000 | -8.0% | 1.77% | -11.5% |
| Q4 2021 | $3,364,000 | +13.2% | 40,200 | 0.0% | 2.00% | +3.4% |
| Q3 2021 | $2,971,000 | +1.6% | 40,200 | 0.0% | 1.94% | -3.2% |
| Q2 2021 | $2,924,000 | +11.7% | 40,200 | 0.0% | 2.00% | +39.8% |
| Q1 2021 | $2,617,000 | +0.3% | 40,200 | -1.6% | 1.43% | -5.8% |
| Q4 2020 | $2,608,000 | +342.0% | 40,860 | +300.0% | 1.52% | +299.5% |
| Q3 2020 | $590,000 | -72.2% | 10,215 | 0.0% | 0.38% | -74.1% |
| Q2 2020 | $2,120,000 | +25.7% | 10,215 | 0.0% | 1.47% | +6.1% |
| Q1 2020 | $1,686,000 | -14.8% | 10,215 | 0.0% | 1.38% | +4.5% |
| Q4 2019 | $1,978,000 | +7.6% | 10,215 | 0.0% | 1.32% | +1.8% |
| Q3 2019 | $1,839,000 | – | 10,215 | – | 1.30% | – |
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% |