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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $19,422 | -93.3% | 332 | -83.5% | 0.01% | -96.5% |
| Q4 2018 | $289,000 | +478.0% | 2,014 | +611.7% | 0.20% | +500.0% |
| Q3 2018 | $50,000 | +8.7% | 283 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $46,000 | +7.0% | 283 | 0.0% | 0.03% | -2.9% |
| Q1 2018 | $43,000 | -12.2% | 283 | -11.8% | 0.03% | -10.5% |
| Q4 2017 | $49,000 | +6.5% | 321 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $46,000 | +7.0% | 321 | 0.0% | 0.04% | +2.7% |
| Q2 2017 | $43,000 | +2.4% | 321 | 0.0% | 0.04% | -2.6% |
| Q1 2017 | $42,000 | +7.7% | 321 | 0.0% | 0.04% | +5.6% |
| Q4 2016 | $39,000 | 0.0% | 321 | 0.0% | 0.04% | -2.7% |
| Q3 2016 | $39,000 | +5.4% | 321 | 0.0% | 0.04% | +5.7% |
| Q2 2016 | $37,000 | -11.9% | 321 | -11.8% | 0.04% | -14.6% |
| Q1 2016 | $42,000 | 0.0% | 364 | 0.0% | 0.04% | +5.1% |
| Q4 2015 | $42,000 | – | 364 | – | 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% |