ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,675,211 | -8.8% | 229,103 | -6.0% | 2.58% | -30.2% |
Q2 2023 | $17,184,840 | +9.9% | 243,826 | -0.4% | 3.70% | +2.9% |
Q1 2023 | $15,632,910 | +9.9% | 244,685 | +0.7% | 3.60% | +7.2% |
Q4 2022 | $14,219,874 | +1.2% | 243,075 | +0.0% | 3.36% | -15.6% |
Q3 2022 | $14,055,000 | -4.4% | 242,957 | -0.3% | 3.98% | -3.3% |
Q2 2022 | $14,702,000 | -27.9% | 243,606 | -8.7% | 4.11% | -11.8% |
Q1 2022 | $20,390,000 | -10.1% | 266,950 | -1.6% | 4.67% | -24.9% |
Q4 2021 | $22,676,000 | +11.1% | 271,173 | -1.8% | 6.21% | +3.1% |
Q3 2021 | $20,412,000 | +1.2% | 276,167 | -0.4% | 6.03% | -0.6% |
Q2 2021 | $20,169,000 | +11.1% | 277,163 | -0.6% | 6.06% | +1.4% |
Q1 2021 | $18,154,000 | +3.6% | 278,820 | +1.5% | 5.98% | -3.2% |
Q4 2020 | $17,529,000 | +3.5% | 274,656 | +274.9% | 6.18% | -8.4% |
Q3 2020 | $16,930,000 | +25.5% | 73,264 | +12.6% | 6.75% | -5.1% |
Q2 2020 | $13,495,000 | +25.3% | 65,039 | +0.4% | 7.11% | +9.0% |
Q1 2020 | $10,773,000 | -15.5% | 64,803 | -1.6% | 6.52% | +12.3% |
Q4 2019 | $12,747,000 | +6.7% | 65,827 | -0.8% | 5.81% | -1.9% |
Q3 2019 | $11,949,000 | -1.4% | 66,374 | -1.8% | 5.92% | -4.7% |
Q2 2019 | $12,119,000 | +3.1% | 67,616 | -0.8% | 6.21% | +8.5% |
Q1 2019 | $11,754,000 | +11.0% | 68,194 | -2.9% | 5.72% | -11.3% |
Q4 2018 | $10,586,000 | – | 70,258 | – | 6.45% | – |
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% |