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 | $1,790,004 | -2.9% | 26,162 | 0.0% | 0.60% | -1.1% |
| Q2 2023 | $1,843,898 | +65.5% | 26,162 | +50.0% | 0.61% | +50.5% |
| Q1 2023 | $1,114,369 | +16.3% | 17,442 | +5.3% | 0.41% | -10.4% |
| Q4 2022 | $958,112 | +0.0% | 16,562 | 0.0% | 0.45% | +0.7% |
| Q3 2022 | $958,000 | -4.9% | 16,562 | 0.0% | 0.45% | -17.4% |
| Q2 2022 | $1,007,000 | +145.0% | 16,562 | +207.6% | 0.54% | +167.2% |
| Q1 2022 | $411,000 | -8.7% | 5,384 | 0.0% | 0.20% | -9.3% |
| Q4 2021 | $450,000 | +13.1% | 5,384 | 0.0% | 0.22% | 0.0% |
| Q3 2021 | $398,000 | -2.0% | 5,384 | 0.0% | 0.22% | -0.9% |
| Q2 2021 | $406,000 | +18.0% | 5,384 | +1.8% | 0.23% | 0.0% |
| Q1 2021 | $344,000 | +2.1% | 5,288 | 0.0% | 0.23% | -9.6% |
| Q4 2020 | $337,000 | +19.5% | 5,288 | +332.7% | 0.25% | -13.1% |
| Q3 2020 | $282,000 | +182.0% | 1,222 | +104.7% | 0.29% | +180.6% |
| Q1 2020 | $100,000 | – | 597 | – | 0.10% | – |
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% |