ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $208,407 | +114.9% | 3,046 | +130.9% | 0.02% | +42.9% |
| Q3 2021 | $97,000 | -97.4% | 1,319 | -97.4% | 0.01% | -96.9% |
| Q2 2021 | $3,761,000 | -28.0% | 51,725 | -35.5% | 0.46% | -46.7% |
| Q1 2021 | $5,222,000 | -2.6% | 80,214 | -4.5% | 0.86% | -23.6% |
| Q4 2020 | $5,362,000 | -99.1% | 84,028 | +3216.0% | 1.12% | +268.9% |
| Q3 2020 | $607,387,000 | +13.7% | 2,534 | +2.5% | 0.30% | +3.0% |
| Q2 2020 | $534,364,000 | +36.0% | 2,473 | +3.9% | 0.30% | +18.4% |
| Q1 2020 | $392,862,000 | -21.5% | 2,380 | -0.7% | 0.25% | -16.7% |
| Q4 2019 | $500,570,000 | – | 2,397 | – | 0.30% | – |
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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% |