ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27,710 | -2.9% | 405 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $28,544 | +3.4% | 405 | -6.2% | 0.01% | 0.0% |
| Q1 2023 | $27,600 | +9.2% | 432 | 0.0% | 0.01% | -6.7% |
| Q4 2022 | $25,272 | +1.1% | 432 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $25,000 | -7.4% | 432 | -4.4% | 0.02% | -11.8% |
| Q2 2022 | $27,000 | -22.9% | 452 | 0.0% | 0.02% | -19.0% |
| Q1 2022 | $35,000 | -47.8% | 452 | -43.5% | 0.02% | -52.3% |
| Q4 2021 | $67,000 | +13.6% | 800 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $59,000 | +1.7% | 800 | 0.0% | 0.04% | -8.2% |
| Q2 2021 | $58,000 | +11.5% | 800 | 0.0% | 0.05% | -15.5% |
| Q1 2021 | $52,000 | +2.0% | 800 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $51,000 | +10.9% | 800 | +300.0% | 0.06% | +11.3% |
| Q3 2020 | $46,000 | +12.2% | 200 | 0.0% | 0.05% | +17.8% |
| Q2 2020 | $41,000 | +24.2% | 200 | 0.0% | 0.04% | +12.5% |
| Q1 2020 | $33,000 | -15.4% | 200 | 0.0% | 0.04% | +14.3% |
| Q4 2019 | $39,000 | – | 200 | – | 0.04% | – |
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% |