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 | $37,715,558 | +94.2% | 551,236 | +100.0% | 7.47% | +61.8% |
| Q2 2023 | $19,425,552 | +10.6% | 275,618 | +0.2% | 4.62% | +4.0% |
| Q1 2023 | $17,571,144 | +9.5% | 275,022 | +0.3% | 4.44% | +9.9% |
| Q4 2022 | $16,040,240 | +1.4% | 274,192 | +0.2% | 4.04% | -4.2% |
| Q3 2022 | $15,826,000 | -3.9% | 273,568 | +0.3% | 4.22% | -1.1% |
| Q2 2022 | $16,468,000 | -20.8% | 272,870 | +0.2% | 4.27% | -10.6% |
| Q1 2022 | $20,805,000 | -8.6% | 272,389 | +0.2% | 4.77% | -12.9% |
| Q4 2021 | $22,753,000 | +25.2% | 271,939 | +10.6% | 5.48% | +10.6% |
| Q3 2021 | $18,169,000 | +16.3% | 245,832 | +14.5% | 4.95% | +20.1% |
| Q2 2021 | $15,616,000 | +11.8% | 214,706 | +0.1% | 4.12% | +128.6% |
| Q1 2021 | $13,963,000 | -51.1% | 214,449 | -52.1% | 1.80% | -79.4% |
| Q4 2020 | $28,575,000 | +107.7% | 447,758 | +652.0% | 8.75% | +81.1% |
| Q3 2020 | $13,758,000 | +11.6% | 59,539 | +0.2% | 4.83% | +5.0% |
| Q2 2020 | $12,327,000 | +26.0% | 59,409 | +0.2% | 4.60% | +12.1% |
| Q1 2020 | $9,786,000 | -22.3% | 59,289 | -8.8% | 4.11% | +46.4% |
| Q4 2019 | $12,592,000 | +20.5% | 65,031 | +12.0% | 2.81% | +7.2% |
| Q3 2019 | $10,454,000 | +1.7% | 58,067 | +1.3% | 2.62% | -53.8% |
| Q2 2019 | $10,279,000 | – | 57,349 | – | 5.67% | – |
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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% |