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 | $3,960 | -4.5% | 57,879 | -1.6% | 3.08% | +4.1% |
Q2 2023 | $4,147 | +12.6% | 58,839 | +2.1% | 2.96% | +21.4% |
Q1 2023 | $3,682 | -99.9% | 57,625 | -12.0% | 2.44% | -1.3% |
Q4 2022 | $3,830,404 | -0.3% | 65,477 | -1.4% | 2.47% | -12.6% |
Q3 2022 | $3,841,000 | -4.8% | 66,395 | -0.7% | 2.83% | -0.4% |
Q2 2022 | $4,034,000 | -26.6% | 66,846 | -7.1% | 2.84% | -23.5% |
Q1 2022 | $5,497,000 | -6.2% | 71,974 | +2.7% | 3.71% | -16.5% |
Q4 2021 | $5,861,000 | -3.3% | 70,059 | -14.6% | 4.44% | -9.3% |
Q3 2021 | $6,063,000 | +0.3% | 82,037 | -1.3% | 4.90% | -7.1% |
Q2 2021 | $6,045,000 | +6.4% | 83,117 | -4.8% | 5.27% | +1.4% |
Q1 2021 | $5,683,000 | +7.8% | 87,276 | +5.7% | 5.20% | +1.1% |
Q4 2020 | $5,271,000 | – | 82,586 | – | 5.14% | – |
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% |