ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,590 | +179.2% | 4,671 | +187.6% | 0.40% | +241.4% |
| Q2 2023 | $114,460 | +10.3% | 1,624 | 0.0% | 0.12% | +10.5% |
| Q1 2023 | $103,757 | +9.2% | 1,624 | 0.0% | 0.10% | +43.8% |
| Q4 2022 | $95,004 | +1.1% | 1,624 | 0.0% | 0.07% | -2.7% |
| Q3 2022 | $94,000 | -4.1% | 1,624 | 0.0% | 0.08% | +2.7% |
| Q2 2022 | $98,000 | -21.0% | 1,624 | 0.0% | 0.07% | -9.9% |
| Q1 2022 | $124,000 | -8.8% | 1,624 | 0.0% | 0.08% | -2.4% |
| Q4 2021 | $136,000 | +13.3% | 1,624 | 0.0% | 0.08% | +9.2% |
| Q3 2021 | $120,000 | +1.7% | 1,624 | 0.0% | 0.08% | +4.1% |
| Q2 2021 | $118,000 | +11.3% | 1,624 | 0.0% | 0.07% | +5.8% |
| Q1 2021 | $106,000 | -44.2% | 1,624 | -45.5% | 0.07% | -46.1% |
| Q4 2020 | $190,000 | – | 2,980 | – | 0.13% | – |
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% |