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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,123,373 | -5.1% | 45,650 | -2.2% | 1.40% | -8.1% |
| Q2 2023 | $3,289,513 | -15.8% | 46,673 | -23.7% | 1.52% | -19.2% |
| Q1 2023 | $3,907,385 | +85550.7% | 61,158 | -21.6% | 1.89% | -23.3% |
| Q4 2022 | $4,562 | -99.5% | 77,978 | +355.7% | 2.46% | +228.7% |
| Q3 2022 | $990,000 | +20.4% | 17,110 | +25.6% | 0.75% | +25.3% |
| Q2 2022 | $822,000 | -21.0% | 13,623 | 0.0% | 0.60% | -15.1% |
| Q1 2022 | $1,041,000 | -10.2% | 13,623 | -1.7% | 0.70% | -10.2% |
| Q4 2021 | $1,159,000 | +13.2% | 13,855 | 0.0% | 0.78% | +5.2% |
| Q3 2021 | $1,024,000 | +1.6% | 13,855 | 0.0% | 0.74% | +15.9% |
| Q2 2021 | $1,008,000 | +11.8% | 13,855 | 0.0% | 0.64% | +9.4% |
| Q1 2021 | $902,000 | +2.0% | 13,855 | 0.0% | 0.59% | -5.6% |
| Q4 2020 | $884,000 | +20.6% | 13,855 | +337.1% | 0.62% | +27.5% |
| Q3 2020 | $733,000 | -19.8% | 3,170 | -28.1% | 0.49% | -24.3% |
| Q2 2020 | $914,000 | +18.9% | 4,407 | -5.4% | 0.64% | +4.5% |
| Q1 2020 | $769,000 | -47.6% | 4,657 | -38.6% | 0.62% | -41.2% |
| Q4 2019 | $1,468,000 | +7.5% | 7,582 | -0.1% | 1.05% | +14.6% |
| Q3 2019 | $1,366,000 | +0.4% | 7,588 | 0.0% | 0.92% | +0.5% |
| Q2 2019 | $1,360,000 | +4.0% | 7,588 | 0.0% | 0.91% | -17.6% |
| Q1 2019 | $1,308,000 | +2.6% | 7,588 | -10.3% | 1.11% | -1.1% |
| Q4 2018 | $1,275,000 | – | 8,463 | – | 1.12% | – |
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% |