ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,166,141 | -40.5% | 338,587 | -38.7% | 8.73% | -34.5% |
| Q2 2023 | $38,953,783 | +5993.1% | 552,693 | +5423.1% | 13.33% | +5772.2% |
| Q1 2023 | $639,315 | +48.2% | 10,007 | +35.7% | 0.23% | +36.7% |
| Q4 2022 | $431,496 | +74.0% | 7,376 | +127.1% | 0.17% | +86.5% |
| Q1 2022 | $248,000 | -82.7% | 3,248 | -81.1% | 0.09% | -80.2% |
| Q4 2021 | $1,436,000 | +328.7% | 17,164 | +278.1% | 0.45% | +300.9% |
| Q3 2021 | $335,000 | +65.0% | 4,539 | +62.2% | 0.11% | +62.3% |
| Q2 2021 | $203,000 | – | 2,798 | – | 0.07% | – |
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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% |