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 | $4,222,246 | -3.0% | 61,710 | -0.0% | 0.39% | +5.4% |
Q2 2023 | $4,351,027 | +10.1% | 61,734 | -0.2% | 0.37% | +5.5% |
Q1 2023 | $3,953,463 | +0.5% | 61,879 | -2.7% | 0.35% | +2.1% |
Q4 2022 | $3,932,860 | +5.3% | 63,597 | -1.5% | 0.34% | -11.4% |
Q3 2022 | $3,736,000 | -5.3% | 64,597 | -1.2% | 0.38% | 0.0% |
Q2 2022 | $3,947,000 | -21.7% | 65,406 | -0.9% | 0.38% | -11.9% |
Q1 2022 | $5,038,000 | -7.8% | 65,967 | +1.1% | 0.44% | -5.6% |
Q4 2021 | $5,462,000 | +12.3% | 65,280 | -0.8% | 0.46% | +5.5% |
Q3 2021 | $4,864,000 | +1.6% | 65,819 | 0.0% | 0.44% | -1.1% |
Q2 2021 | $4,787,000 | +11.7% | 65,819 | +0.0% | 0.44% | +4.7% |
Q1 2021 | $4,285,000 | +39.4% | 65,815 | +36.7% | 0.42% | -8.6% |
Q4 2020 | $3,073,000 | -19.5% | 48,156 | +191.5% | 0.46% | +1.8% |
Q3 2020 | $3,817,000 | -99.9% | 16,521 | +0.0% | 0.46% | +5.1% |
Q2 2020 | $3,427,939,000 | +124916.0% | 16,520 | -0.6% | 0.43% | +4.1% |
Q1 2020 | $2,742,000 | -15.6% | 16,619 | -1.0% | 0.42% | -0.7% |
Q4 2019 | $3,250,000 | +8.7% | 16,786 | 0.0% | 0.42% | +1.7% |
Q3 2019 | $2,989,000 | -0.6% | 16,786 | 0.0% | 0.41% | -1.9% |
Q2 2019 | $3,008,000 | 0.0% | 16,786 | -3.8% | 0.42% | -4.8% |
Q1 2019 | $3,008,000 | – | 17,456 | – | 0.44% | – |
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% |