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 | $1,611,981 | -2.9% | 23,560 | 0.0% | 0.40% | +0.2% |
| Q2 2023 | $1,660,515 | +10.5% | 23,560 | +0.2% | 0.40% | +6.9% |
| Q1 2023 | $1,502,165 | -59.4% | 23,512 | -62.8% | 0.38% | -60.6% |
| Q4 2022 | $3,700,034 | +173.5% | 63,248 | +170.4% | 0.95% | +150.4% |
| Q3 2022 | $1,353,000 | -3.9% | 23,393 | +0.2% | 0.38% | +1.9% |
| Q2 2022 | $1,408,000 | -20.9% | 23,337 | +0.2% | 0.37% | -9.2% |
| Q1 2022 | $1,779,000 | -10.0% | 23,298 | -1.4% | 0.41% | -14.2% |
| Q4 2021 | $1,977,000 | +13.4% | 23,626 | +0.1% | 0.48% | -1.2% |
| Q3 2021 | $1,744,000 | +1.8% | 23,601 | +0.1% | 0.49% | +0.2% |
| Q2 2021 | $1,714,000 | +11.8% | 23,568 | +0.1% | 0.48% | -4.7% |
| Q1 2021 | $1,533,000 | +2.2% | 23,542 | +0.1% | 0.51% | -6.9% |
| Q4 2020 | $1,500,000 | +10.9% | 23,508 | +301.7% | 0.55% | -5.9% |
| Q3 2020 | $1,352,000 | +11.6% | 5,852 | +0.2% | 0.58% | +3.8% |
| Q2 2020 | $1,212,000 | +26.0% | 5,839 | +0.2% | 0.56% | +5.3% |
| Q1 2020 | $962,000 | -15.9% | 5,827 | -1.4% | 0.53% | +18.0% |
| Q4 2019 | $1,144,000 | +7.5% | 5,909 | 0.0% | 0.45% | -0.9% |
| Q3 2019 | $1,064,000 | – | 5,909 | – | 0.46% | – |
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% |