ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,681,609 | -3.1% | 97,656 | -0.2% | 0.34% | -4.7% |
| Q2 2023 | $6,898,569 | +17.9% | 97,880 | +6.9% | 0.36% | +1.7% |
| Q1 2023 | $5,849,610 | +10.7% | 91,558 | +1.4% | 0.36% | +10.9% |
| Q4 2022 | $5,284,150 | +1.5% | 90,327 | +0.3% | 0.32% | -10.9% |
| Q3 2022 | $5,208,000 | -14.0% | 90,037 | -9.6% | 0.36% | +20.1% |
| Q2 2022 | $6,056,000 | -19.5% | 99,604 | +1.1% | 0.30% | -7.4% |
| Q1 2022 | $7,525,000 | -33.5% | 98,532 | -27.2% | 0.32% | -25.1% |
| Q4 2021 | $11,321,000 | +11.0% | 135,307 | -0.9% | 0.43% | +10.2% |
| Q3 2021 | $10,197,000 | +1.6% | 136,513 | +0.5% | 0.39% | 0.0% |
| Q2 2021 | $10,036,000 | +5.6% | 135,777 | -0.7% | 0.39% | +47.5% |
| Q1 2021 | $9,508,000 | +8.0% | 136,693 | -1.4% | 0.26% | -24.9% |
| Q4 2020 | $8,802,000 | +7.6% | 138,593 | +282.2% | 0.35% | -16.7% |
| Q3 2020 | $8,182,000 | +6.5% | 36,264 | -4.9% | 0.42% | -0.7% |
| Q2 2020 | $7,680,000 | +24.4% | 38,141 | -0.1% | 0.43% | +2.9% |
| Q1 2020 | $6,174,000 | -16.2% | 38,184 | +0.8% | 0.42% | +5.6% |
| Q4 2019 | $7,367,000 | +5.7% | 37,881 | -2.6% | 0.39% | -5.5% |
| Q3 2019 | $6,968,000 | -0.6% | 38,891 | -0.6% | 0.42% | -4.4% |
| Q2 2019 | $7,012,000 | +8.9% | 39,125 | +4.8% | 0.44% | +2.4% |
| Q1 2019 | $6,437,000 | +15.4% | 37,348 | -0.1% | 0.42% | +2.9% |
| Q4 2018 | $5,578,000 | -15.2% | 37,398 | +0.7% | 0.41% | -5.7% |
| Q3 2018 | $6,580,000 | +7.9% | 37,142 | -1.0% | 0.44% | -7.8% |
| Q2 2018 | $6,098,000 | +7.4% | 37,503 | +2.5% | 0.48% | -4.2% |
| Q1 2018 | $5,676,000 | +1.1% | 36,603 | +0.0% | 0.50% | -1.2% |
| Q4 2017 | $5,613,000 | +10.0% | 36,587 | +2.8% | 0.50% | -1.0% |
| Q3 2017 | $5,102,000 | +24.5% | 35,574 | +18.8% | 0.51% | +20.7% |
| Q2 2017 | $4,098,000 | +4.1% | 29,947 | +0.1% | 0.42% | +2.7% |
| Q1 2017 | $3,935,000 | +19.8% | 29,922 | +10.9% | 0.41% | -5.5% |
| Q4 2016 | $3,285,000 | +9.0% | 26,975 | +8.9% | 0.43% | +6.7% |
| Q3 2016 | $3,013,000 | +6.7% | 24,770 | +2.5% | 0.41% | -1.0% |
| Q2 2016 | $2,825,000 | +10.3% | 24,163 | +10.4% | 0.41% | +4.6% |
| Q1 2016 | $2,561,000 | – | 21,879 | – | 0.39% | – |
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% |