ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,275 | +4.9% | 3,265 | +6.7% | 0.12% | +16.0% |
Q2 2023 | $212,817 | +16.9% | 3,059 | -2.6% | 0.11% | +35.9% |
Q3 2022 | $182,000 | -3.7% | 3,140 | 0.0% | 0.08% | +16.4% |
Q2 2022 | $189,000 | -22.9% | 3,140 | -2.0% | 0.07% | -24.7% |
Q1 2022 | $245,000 | -8.6% | 3,204 | 0.0% | 0.09% | -18.3% |
Q4 2021 | $268,000 | +13.1% | 3,204 | 0.0% | 0.11% | -13.5% |
Q3 2021 | $237,000 | – | 3,204 | – | 0.13% | – |
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% |