ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,863,047 | -2.9% | 85,692 | 0.0% | 1.50% | -3.2% |
Q2 2023 | $6,039,572 | +10.3% | 85,692 | 0.0% | 1.56% | +5.2% |
Q1 2023 | $5,474,862 | +9.2% | 85,692 | 0.0% | 1.48% | -4.6% |
Q4 2022 | $5,012,982 | +30.6% | 85,692 | +29.1% | 1.55% | -29.6% |
Q3 2022 | $3,839,000 | -25.8% | 66,368 | -22.6% | 2.20% | +2.6% |
Q2 2022 | $5,172,000 | -15.3% | 85,692 | +7.2% | 2.15% | +4.4% |
Q1 2022 | $6,106,000 | -8.7% | 79,944 | 0.0% | 2.06% | -0.3% |
Q4 2021 | $6,689,000 | +1.6% | 79,944 | -10.3% | 2.06% | -7.1% |
Q3 2021 | $6,584,000 | -1.0% | 89,088 | 0.0% | 2.22% | +10.5% |
Q2 2021 | $6,652,000 | +14.7% | 89,088 | 0.0% | 2.01% | +3.3% |
Q1 2021 | $5,800,000 | -99.9% | 89,088 | 0.0% | 1.95% | -7.7% |
Q4 2020 | $5,685,596,000 | +110385.7% | 89,088 | +300.0% | 2.11% | -8.1% |
Q3 2020 | $5,146,000 | +11.4% | 22,272 | 0.0% | 2.30% | -4.4% |
Q2 2020 | $4,621,000 | +25.7% | 22,272 | 0.0% | 2.40% | +7.7% |
Q1 2020 | $3,675,000 | -14.8% | 22,272 | 0.0% | 2.23% | -1.3% |
Q4 2019 | $4,313,000 | +7.6% | 22,272 | 0.0% | 2.26% | -2.6% |
Q3 2019 | $4,010,000 | +0.5% | 22,272 | 0.0% | 2.32% | +3.5% |
Q2 2019 | $3,992,000 | +4.0% | 22,272 | 0.0% | 2.24% | -2.2% |
Q1 2019 | $3,839,000 | +14.4% | 22,272 | 0.0% | 2.29% | +8.2% |
Q4 2018 | $3,356,000 | – | 22,272 | – | 2.12% | – |
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% |