ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360,757 | +33.6% | 5,273 | +37.6% | 0.05% | +31.6% |
| Q2 2023 | $270,079 | +10.3% | 3,832 | 0.0% | 0.04% | -2.6% |
| Q1 2023 | $244,826 | +9.2% | 3,832 | 0.0% | 0.04% | -23.5% |
| Q4 2022 | $224,172 | +3.8% | 3,832 | +2.5% | 0.05% | -10.5% |
| Q3 2022 | $216,000 | -4.4% | 3,740 | 0.0% | 0.06% | +42.5% |
| Q2 2022 | $226,000 | -21.0% | 3,740 | 0.0% | 0.04% | -11.1% |
| Q1 2022 | $286,000 | -8.6% | 3,740 | 0.0% | 0.04% | +18.4% |
| Q4 2021 | $313,000 | +13.4% | 3,740 | 0.0% | 0.04% | -5.0% |
| Q3 2021 | $276,000 | +1.5% | 3,740 | 0.0% | 0.04% | -11.1% |
| Q2 2021 | $272,000 | +11.5% | 3,740 | 0.0% | 0.04% | -13.5% |
| Q1 2021 | $244,000 | +2.1% | 3,740 | 0.0% | 0.05% | -33.3% |
| Q4 2020 | $239,000 | – | 3,740 | – | 0.08% | – |
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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% |