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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $213,747 | -6.9% | 3,033 | -15.6% | 0.15% | -24.1% |
| Q1 2023 | $229,540 | -34.3% | 3,593 | -39.9% | 0.20% | -32.8% |
| Q4 2022 | $349,578 | -14.5% | 5,976 | -15.5% | 0.29% | -33.3% |
| Q3 2022 | $409,000 | -9.1% | 7,071 | -5.3% | 0.44% | +23.9% |
| Q2 2022 | $450,000 | -47.9% | 7,464 | -37.3% | 0.35% | -38.9% |
| Q3 2021 | $864,000 | -2.0% | 11,895 | -1.9% | 0.57% | +7.1% |
| Q2 2021 | $882,000 | -67.1% | 12,120 | -71.2% | 0.54% | -76.0% |
| Q4 2020 | $2,684,000 | +17.7% | 42,054 | +282.5% | 2.23% | +6.6% |
| Q3 2020 | $2,281,000 | 0.0% | 10,995 | 0.0% | 2.09% | 0.0% |
| Q2 2020 | $2,281,000 | -99.9% | 10,995 | +4.8% | 2.09% | +33.6% |
| Q1 2020 | $1,706,637,000 | +43.4% | 10,487 | +70.9% | 1.57% | +51.5% |
| Q4 2019 | $1,190,362,000 | +179441.8% | 6,136 | -29.4% | 1.03% | +178.7% |
| Q1 1987 | $663,000 | – | 8,686 | – | 0.37% | – |
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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% |