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 | $416,863 | -2.9% | 6,093 | 0.0% | 0.24% | -2.1% |
| Q2 2023 | $429,414 | +10.0% | 6,093 | -0.3% | 0.24% | +7.6% |
| Q1 2023 | $390,524 | +9.4% | 6,112 | +0.2% | 0.22% | +6.2% |
| Q4 2022 | $356,872 | -2.2% | 6,100 | -3.2% | 0.21% | -11.8% |
| Q3 2022 | $365,000 | -6.9% | 6,301 | -3.0% | 0.24% | -1.7% |
| Q2 2022 | $392,000 | -21.0% | 6,499 | +0.1% | 0.24% | -6.9% |
| Q1 2022 | $496,000 | -24.5% | 6,494 | -17.2% | 0.26% | -22.2% |
| Q4 2021 | $657,000 | +4.1% | 7,847 | -8.1% | 0.33% | -10.7% |
| Q3 2021 | $631,000 | +1.4% | 8,542 | -0.2% | 0.37% | 0.0% |
| Q2 2021 | $622,000 | +2.0% | 8,558 | -8.6% | 0.37% | -5.8% |
| Q1 2021 | $610,000 | -10.0% | 9,364 | -11.8% | 0.40% | -18.6% |
| Q4 2020 | $678,000 | -14.6% | 10,620 | +209.1% | 0.49% | -29.4% |
| Q3 2020 | $794,000 | +9.5% | 3,436 | -1.7% | 0.69% | -0.7% |
| Q2 2020 | $725,000 | +24.8% | 3,494 | -0.7% | 0.70% | +0.3% |
| Q1 2020 | $581,000 | -21.4% | 3,518 | -7.9% | 0.69% | +4.0% |
| Q4 2019 | $739,000 | – | 3,818 | – | 0.67% | – |
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% |