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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $312,758 | +6.5% | 4,292 | 0.0% | 0.02% | -19.0% |
| Q3 2023 | $293,659 | -2.9% | 4,292 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $302,500 | +16.3% | 4,292 | -3.5% | 0.02% | -8.3% |
| Q4 2022 | $260,208 | +1.2% | 4,448 | 0.0% | 0.02% | -20.0% |
| Q3 2022 | $257,000 | -4.1% | 4,448 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $268,000 | -21.2% | 4,448 | 0.0% | 0.03% | -33.3% |
| Q1 2022 | $340,000 | -8.6% | 4,448 | 0.0% | 0.05% | +2.1% |
| Q4 2021 | $372,000 | -43.6% | 4,448 | -50.0% | 0.05% | -13.0% |
| Q3 2021 | $659,000 | +1.7% | 8,896 | 0.0% | 0.05% | -12.9% |
| Q2 2021 | $648,000 | +132.3% | 8,896 | +107.3% | 0.06% | -29.5% |
| Q1 2021 | $279,000 | +1.8% | 4,292 | 0.0% | 0.09% | -8.3% |
| Q4 2020 | $274,000 | +10.5% | 4,292 | +300.0% | 0.10% | -4.0% |
| Q3 2020 | $248,000 | +11.2% | 1,073 | 0.0% | 0.10% | -3.8% |
| Q2 2020 | $223,000 | – | 1,073 | – | 0.10% | – |
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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% |