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 | $303,511 | -2.9% | 4,436 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $312,649 | +10.3% | 4,436 | 0.0% | 0.13% | +4.7% |
| Q1 2023 | $283,416 | +9.2% | 4,436 | 0.0% | 0.13% | +3.2% |
| Q4 2022 | $259,506 | +1.0% | 4,436 | 0.0% | 0.12% | -8.8% |
| Q3 2022 | $257,000 | -4.1% | 4,436 | 0.0% | 0.14% | -0.7% |
| Q2 2022 | $268,000 | -20.9% | 4,436 | 0.0% | 0.14% | -11.0% |
| Q1 2022 | $339,000 | -8.6% | 4,436 | 0.0% | 0.15% | -6.1% |
| Q4 2021 | $371,000 | +3.6% | 4,436 | 0.0% | 0.16% | +1.2% |
| Q3 2021 | $358,000 | +10.8% | 4,436 | 0.0% | 0.16% | -1.2% |
| Q2 2021 | $323,000 | +11.8% | 4,436 | 0.0% | 0.16% | +4.5% |
| Q1 2021 | $289,000 | +2.1% | 4,436 | 0.0% | 0.16% | -7.1% |
| Q4 2020 | $283,000 | +10.5% | 4,436 | +300.0% | 0.17% | -5.1% |
| Q3 2020 | $256,000 | +11.3% | 1,109 | 0.0% | 0.18% | +2.3% |
| Q2 2020 | $230,000 | +4.1% | 1,109 | -3.0% | 0.17% | +3.6% |
| Q4 2019 | $221,000 | – | 1,143 | – | 0.17% | – |
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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% |