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 | $842,592 | -2.9% | 12,315 | 0.0% | 0.19% | +5.5% |
| Q2 2023 | $867,961 | +10.3% | 12,315 | 0.0% | 0.18% | +3.4% |
| Q1 2023 | $786,805 | +12.9% | 12,315 | +3.3% | 0.18% | +4.1% |
| Q4 2022 | $697,203 | +162.1% | 11,918 | +159.1% | 0.17% | +134.7% |
| Q3 2022 | $266,000 | -4.3% | 4,600 | 0.0% | 0.07% | -5.3% |
| Q2 2022 | $278,000 | -35.0% | 4,600 | -17.9% | 0.08% | -25.5% |
| Q1 2022 | $428,000 | -8.7% | 5,600 | 0.0% | 0.10% | -12.8% |
| Q4 2021 | $469,000 | +23.1% | 5,600 | +239.4% | 0.12% | -57.5% |
| Q3 2021 | $381,000 | -20.6% | 1,650 | -75.0% | 0.28% | +100.7% |
| Q2 2021 | $480,000 | +11.6% | 6,600 | 0.0% | 0.14% | -16.0% |
| Q1 2021 | $430,000 | +2.1% | 6,600 | 0.0% | 0.16% | -37.1% |
| Q4 2020 | $421,000 | +10.5% | 6,600 | +300.0% | 0.26% | -5.8% |
| Q3 2020 | $381,000 | +11.4% | 1,650 | 0.0% | 0.28% | -2.1% |
| Q2 2020 | $342,000 | +25.7% | 1,650 | 0.0% | 0.28% | +1.8% |
| Q1 2020 | $272,000 | -15.0% | 1,650 | 0.0% | 0.28% | -6.4% |
| Q4 2019 | $320,000 | – | 1,650 | – | 0.30% | – |
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% |