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 | $304,058 | -2.9% | 4,444 | 0.0% | 1.39% | +28.3% |
| Q2 2023 | $313,213 | -4.2% | 4,444 | -13.1% | 1.08% | -5.9% |
| Q1 2023 | $326,861 | +9.2% | 5,116 | 0.0% | 1.15% | +4.2% |
| Q4 2022 | $299,286 | +1.1% | 5,116 | 0.0% | 1.10% | +16.8% |
| Q3 2022 | $296,000 | -82.2% | 5,116 | -81.4% | 0.94% | -63.7% |
| Q2 2022 | $1,663,000 | -21.0% | 27,558 | 0.0% | 2.60% | +8.3% |
| Q1 2022 | $2,105,000 | – | 27,558 | – | 2.40% | – |
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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% |