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 | $518,055 | -0.1% | 7,575 | +2.0% | 0.06% | 0.0% |
| Q2 2023 | $518,650 | +41.5% | 7,423 | +29.9% | 0.06% | +35.7% |
| Q1 2023 | $366,524 | +81.2% | 5,716 | +68.7% | 0.04% | +55.6% |
| Q4 2022 | $202,289 | -2.7% | 3,389 | +21.3% | 0.03% | 0.0% |
| Q1 2022 | $208,000 | -7.6% | 2,795 | +4.1% | 0.03% | -3.6% |
| Q4 2021 | $225,000 | -87.2% | 2,684 | -88.7% | 0.03% | -87.5% |
| Q3 2021 | $1,764,000 | +220.1% | 23,696 | +174.4% | 0.22% | +190.9% |
| Q4 2020 | $551,000 | -74.3% | 8,634 | -16.3% | 0.08% | -76.6% |
| Q2 2020 | $2,142,000 | +73.4% | 10,321 | +37.9% | 0.33% | +50.9% |
| Q1 2020 | $1,235,000 | +466.5% | 7,482 | +515.3% | 0.22% | +560.6% |
| Q2 2019 | $218,000 | +3.8% | 1,216 | 0.0% | 0.03% | -8.3% |
| Q1 2019 | $210,000 | – | 1,216 | – | 0.04% | – |
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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% |