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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $198,281 | -2.9% | 2,898 | 0.0% | 0.09% | -4.4% |
| Q2 2023 | $204,251 | +10.3% | 2,898 | 0.0% | 0.09% | +1.1% |
| Q1 2023 | $185,153 | -5.0% | 2,898 | -13.0% | 0.09% | -14.4% |
| Q4 2022 | $194,805 | -80.6% | 3,330 | -80.8% | 0.10% | -80.3% |
| Q3 2022 | $1,005,000 | -33.1% | 17,364 | -30.3% | 0.53% | -28.6% |
| Q2 2022 | $1,503,000 | -25.4% | 24,910 | -5.6% | 0.74% | -10.9% |
| Q1 2022 | $2,015,000 | -10.2% | 26,386 | -1.6% | 0.83% | -9.3% |
| Q4 2021 | $2,245,000 | +13.2% | 26,826 | -0.1% | 0.91% | +0.2% |
| Q3 2021 | $1,984,000 | -2.3% | 26,846 | -3.9% | 0.91% | -14.8% |
| Q2 2021 | $2,031,000 | +7.5% | 27,936 | -3.8% | 1.07% | -3.9% |
| Q1 2021 | $1,890,000 | +0.1% | 29,036 | -1.9% | 1.11% | -14.5% |
| Q4 2020 | $1,888,000 | -9.1% | 29,596 | +229.3% | 1.30% | -17.8% |
| Q3 2020 | $2,076,000 | +7.8% | 8,987 | -3.1% | 1.58% | +2.1% |
| Q2 2020 | $1,925,000 | +17.2% | 9,278 | -6.7% | 1.55% | +2.8% |
| Q1 2020 | $1,642,000 | -25.5% | 9,949 | -12.6% | 1.51% | +6.6% |
| Q4 2019 | $2,203,000 | – | 11,377 | – | 1.42% | – |
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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% |