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 | $740,304 | -31.8% | 10,820 | -29.7% | 0.14% | -36.0% |
| Q2 2023 | $1,085,392 | +10.3% | 15,400 | 0.0% | 0.21% | -4.5% |
| Q1 2023 | $983,906 | +7.8% | 15,400 | -1.3% | 0.22% | 0.0% |
| Q4 2022 | $912,600 | +1.1% | 15,600 | 0.0% | 0.22% | -16.6% |
| Q3 2022 | $903,000 | -4.0% | 15,600 | 0.0% | 0.26% | -4.0% |
| Q2 2022 | $941,000 | -53.3% | 15,600 | -35.3% | 0.28% | -59.6% |
| Q1 2022 | $2,017,000 | 0.0% | 24,100 | 0.0% | 0.68% | +4.8% |
| Q4 2021 | $2,017,000 | +13.3% | 24,100 | 0.0% | 0.65% | -34.4% |
| Q3 2021 | $1,781,000 | +1.6% | 24,100 | 0.0% | 0.99% | +4.2% |
| Q2 2021 | $1,753,000 | +0.9% | 24,100 | -9.7% | 0.95% | -10.7% |
| Q1 2021 | $1,738,000 | +2.0% | 26,700 | 0.0% | 1.07% | -3.3% |
| Q4 2020 | $1,704,000 | – | 26,700 | – | 1.10% | – |
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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% |