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 | $40,505 | -2.9% | 592 | 0.0% | 0.03% | +3.1% |
Q2 2023 | $41,725 | +10.3% | 592 | 0.0% | 0.03% | +3.2% |
Q1 2023 | $37,823 | +9.2% | 592 | 0.0% | 0.03% | +3.3% |
Q4 2022 | $34,632 | +1.9% | 592 | 0.0% | 0.03% | +11.1% |
Q3 2022 | $34,000 | -5.6% | 592 | 0.0% | 0.03% | +3.8% |
Q2 2022 | $36,000 | -20.0% | 592 | 0.0% | 0.03% | -13.3% |
Q1 2022 | $45,000 | -10.0% | 592 | 0.0% | 0.03% | -6.2% |
Q4 2021 | $50,000 | +13.6% | 592 | 0.0% | 0.03% | +3.2% |
Q3 2021 | $44,000 | +2.3% | 592 | 0.0% | 0.03% | 0.0% |
Q2 2021 | $43,000 | +10.3% | 592 | 0.0% | 0.03% | +3.3% |
Q1 2021 | $39,000 | +2.6% | 592 | 0.0% | 0.03% | -6.2% |
Q4 2020 | $38,000 | – | 592 | – | 0.03% | – |
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% |