ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. 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 | $1,852,394 | -3.2% | 26,986 | -0.6% | 0.42% | -1.4% |
| Q2 2023 | $1,913,884 | +5.9% | 27,155 | -4.0% | 0.43% | +1.9% |
| Q1 2023 | $1,807,256 | +6.9% | 28,287 | -2.1% | 0.42% | -0.5% |
| Q4 2022 | $1,690,826 | -27.2% | 28,903 | -28.0% | 0.42% | -28.8% |
| Q3 2022 | $2,323,000 | -5.4% | 40,154 | -1.3% | 0.59% | -3.1% |
| Q2 2022 | $2,455,000 | -43.2% | 40,686 | -28.1% | 0.61% | -38.7% |
| Q1 2022 | $4,322,000 | -10.7% | 56,583 | -2.2% | 0.99% | -9.1% |
| Q4 2021 | $4,842,000 | +0.2% | 57,872 | -11.5% | 1.09% | -7.2% |
| Q3 2021 | $4,832,000 | -1.5% | 65,381 | -3.1% | 1.18% | -4.4% |
| Q2 2021 | $4,905,000 | -22.4% | 67,441 | -30.5% | 1.23% | -30.0% |
| Q1 2021 | $6,322,000 | -22.3% | 97,095 | -23.8% | 1.76% | +0.4% |
| Q4 2020 | $8,132,000 | – | 127,428 | – | 1.76% | – |
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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% |