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 | $3,004,486 | +0.5% | 43,912 | +3.5% | 1.61% | +2.3% |
| Q2 2023 | $2,989,677 | +9.7% | 42,419 | -0.5% | 1.58% | -3.8% |
| Q1 2023 | $2,724,401 | -95.8% | 42,642 | -96.2% | 1.64% | -94.5% |
| Q4 2022 | $65,049,416 | +2408.7% | 1,111,956 | +2380.5% | 30.01% | +1499.0% |
| Q3 2022 | $2,593,000 | -2.4% | 44,828 | +1.8% | 1.88% | +3.5% |
| Q2 2022 | $2,656,000 | -19.1% | 44,014 | +2.4% | 1.81% | -4.9% |
| Q1 2022 | $3,283,000 | -2.3% | 42,985 | +7.0% | 1.91% | +1.8% |
| Q4 2021 | $3,362,000 | +10.1% | 40,183 | -2.7% | 1.87% | +0.4% |
| Q3 2021 | $3,053,000 | -8.3% | 41,302 | -9.8% | 1.87% | -9.2% |
| Q2 2021 | $3,329,000 | +0.1% | 45,778 | -10.4% | 2.05% | -3.3% |
| Q1 2021 | $3,325,000 | +6.6% | 51,068 | +4.5% | 2.12% | -4.4% |
| Q4 2020 | $3,119,000 | +7.5% | 48,877 | +289.3% | 2.22% | -2.2% |
| Q3 2020 | $2,901,000 | +7.6% | 12,554 | -3.3% | 2.27% | +4.7% |
| Q2 2020 | $2,695,000 | +17.9% | 12,988 | -6.2% | 2.17% | +2.9% |
| Q1 2020 | $2,285,000 | -13.4% | 13,842 | +1.6% | 2.11% | +4.1% |
| Q4 2019 | $2,638,000 | – | 13,621 | – | 2.03% | – |
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% |