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 | $1,554,115 | -5.2% | 22,714 | -2.4% | 0.58% | -3.0% |
| Q2 2023 | $1,639,459 | +10.7% | 23,261 | +0.3% | 0.60% | +6.8% |
| Q1 2023 | $1,481,164 | +5.6% | 23,183 | -3.3% | 0.56% | +0.2% |
| Q4 2022 | $1,402,362 | +143.5% | 23,972 | +140.7% | 0.56% | +116.2% |
| Q3 2022 | $576,000 | +42.2% | 9,960 | +48.4% | 0.26% | +48.0% |
| Q2 2022 | $405,000 | +43.1% | 6,712 | +81.1% | 0.18% | +56.2% |
| Q1 2022 | $283,000 | +1.8% | 3,707 | +1.0% | 0.11% | +2.8% |
| Q4 2021 | $278,000 | +2.2% | 3,670 | -0.3% | 0.11% | -5.2% |
| Q3 2021 | $272,000 | -12.0% | 3,680 | -13.3% | 0.12% | -13.5% |
| Q2 2021 | $309,000 | – | 4,245 | – | 0.13% | – |
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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% |