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 | $720,120 | -7.9% | 10,525 | -5.1% | 0.19% | -0.5% |
| Q2 2023 | $781,623 | +13.0% | 11,090 | +2.5% | 0.19% | +2.2% |
| Q1 2023 | $691,418 | -9.0% | 10,822 | -16.7% | 0.19% | -18.1% |
| Q4 2022 | $759,798 | -0.4% | 12,988 | -1.6% | 0.23% | -7.0% |
| Q3 2022 | $763,000 | +39.5% | 13,197 | +45.5% | 0.24% | +48.8% |
| Q2 2022 | $547,000 | +754.7% | 9,069 | +2835.0% | 0.16% | +583.3% |
| Q2 2020 | $64,000 | -17.9% | 309 | -34.9% | 0.02% | -33.3% |
| Q1 2020 | $78,000 | -18.8% | 475 | 0.0% | 0.04% | +2.9% |
| Q4 2019 | $96,000 | – | 475 | – | 0.04% | – |
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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% |