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 | $7,060,041 | -6.1% | 103,187 | -3.3% | 2.06% | -3.0% |
Q2 2023 | $7,518,301 | +7.1% | 106,673 | -2.9% | 2.13% | +2.1% |
Q1 2023 | $7,020,369 | +7.8% | 109,882 | -1.3% | 2.08% | -3.8% |
Q4 2022 | $6,511,807 | -0.7% | 111,313 | -1.8% | 2.17% | -10.6% |
Q3 2022 | $6,557,000 | -4.9% | 113,348 | -0.8% | 2.42% | +0.8% |
Q2 2022 | $6,898,000 | -23.9% | 114,301 | -3.7% | 2.40% | -10.1% |
Q1 2022 | $9,064,000 | -9.0% | 118,671 | -0.3% | 2.67% | -3.8% |
Q4 2021 | $9,963,000 | +8.8% | 119,073 | -3.8% | 2.78% | +0.7% |
Q3 2021 | $9,153,000 | +1.3% | 123,840 | -0.3% | 2.76% | -3.0% |
Q2 2021 | $9,037,000 | +51.1% | 124,257 | +242.9% | 2.84% | -1.5% |
Q1 2021 | $5,981,000 | -29.4% | 36,238 | -72.7% | 2.88% | -2.5% |
Q4 2020 | $8,474,000 | +2.0% | 132,780 | +269.2% | 2.96% | -9.2% |
Q3 2020 | $8,310,000 | +10.9% | 35,963 | -0.4% | 3.26% | +5.3% |
Q2 2020 | $7,494,000 | +25.3% | 36,119 | -0.3% | 3.09% | +7.2% |
Q1 2020 | $5,981,000 | – | 36,238 | – | 2.88% | – |
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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% |