ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $439,533 | -23.8% | 6,424 | -21.5% | 0.27% | -13.3% |
| Q2 2023 | $576,529 | -17.7% | 8,180 | -25.4% | 0.31% | +4.4% |
| Q1 2023 | $700,600 | -12.9% | 10,966 | -20.3% | 0.30% | -24.9% |
| Q4 2022 | $804,501 | -2.0% | 13,752 | -3.1% | 0.39% | +4.2% |
| Q3 2022 | $821,000 | -4.0% | 14,192 | +0.2% | 0.38% | -2.3% |
| Q2 2022 | $855,000 | -60.0% | 14,167 | -49.3% | 0.39% | -12.7% |
| Q1 2022 | $2,136,000 | +102.1% | 27,952 | +121.2% | 0.44% | -5.2% |
| Q4 2021 | $1,057,000 | +14.0% | 12,637 | +0.8% | 0.47% | +3.6% |
| Q3 2021 | $927,000 | -1.7% | 12,537 | -3.3% | 0.45% | -7.0% |
| Q2 2021 | $943,000 | +28.8% | 12,968 | +15.4% | 0.48% | +12.3% |
| Q1 2021 | $732,000 | -0.5% | 11,240 | -2.5% | 0.43% | -12.4% |
| Q4 2020 | $736,000 | +10.5% | 11,529 | +300.0% | 0.49% | +0.2% |
| Q3 2020 | $666,000 | +3.4% | 2,882 | -7.2% | 0.49% | -2.0% |
| Q2 2020 | $644,000 | +23.8% | 3,105 | -1.5% | 0.50% | +1.2% |
| Q1 2020 | $520,000 | -1.0% | 3,151 | +16.3% | 0.50% | +11.7% |
| Q4 2019 | $525,000 | – | 2,709 | – | 0.44% | – |
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% |