ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $266,000 | -6.0% | 3,477 | +2.7% | 0.05% | +6.1% |
Q4 2021 | $283,000 | +13.2% | 3,384 | 0.0% | 0.05% | -9.3% |
Q3 2021 | $250,000 | -4.2% | 3,384 | -5.9% | 0.05% | -6.9% |
Q2 2021 | $261,000 | +11.5% | 3,595 | +0.0% | 0.06% | -24.7% |
Q1 2021 | $234,000 | +2.2% | 3,594 | 0.0% | 0.08% | +16.7% |
Q4 2020 | $229,000 | +10.1% | 3,594 | +300.2% | 0.07% | -5.7% |
Q3 2020 | $208,000 | +18.9% | 898 | -15.4% | 0.07% | -9.1% |
Q1 2020 | $175,000 | +8.0% | 1,061 | +18.2% | 0.08% | +45.3% |
Q3 2019 | $162,000 | +1.2% | 898 | +0.1% | 0.05% | +3.9% |
Q2 2019 | $160,000 | +3.2% | 897 | 0.0% | 0.05% | -1.9% |
Q1 2019 | $155,000 | – | 897 | – | 0.05% | – |
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% |