ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. 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 | $2,393,605 | -25.5% | 34,984 | -23.2% | 1.47% | -26.6% |
| Q2 2023 | $3,211,633 | +13.4% | 45,568 | +2.8% | 2.00% | -1.3% |
| Q1 2023 | $2,833,202 | +9.6% | 44,345 | +0.4% | 2.03% | -3.8% |
| Q4 2022 | $2,584,355 | -75.4% | 44,177 | -75.7% | 2.11% | -76.8% |
| Q3 2022 | $10,511,000 | -2.0% | 181,702 | +2.3% | 9.08% | -1.6% |
| Q2 2022 | $10,722,000 | -10.1% | 177,669 | -4.5% | 9.22% | -2.1% |
| Q1 2022 | $11,932,000 | -19.2% | 185,951 | +5.3% | 9.42% | -9.8% |
| Q4 2021 | $14,772,000 | +0.4% | 176,556 | -11.3% | 10.45% | -7.0% |
| Q3 2021 | $14,708,000 | +1.8% | 199,004 | +0.2% | 11.23% | +2.5% |
| Q2 2021 | $14,448,000 | +7.2% | 198,646 | -4.1% | 10.96% | -6.1% |
| Q1 2021 | $13,481,000 | -8.6% | 207,052 | -10.4% | 11.67% | -18.7% |
| Q4 2020 | $14,754,000 | – | 231,183 | – | 14.34% | – |
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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% |