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 | $201,245 | -2.9% | 2,941 | 0.0% | 0.14% | 0.0% |
| Q2 2023 | $207,304 | -25.7% | 2,941 | -19.3% | 0.14% | -38.6% |
| Q1 2022 | $279,000 | -21.8% | 3,646 | -14.5% | 0.24% | -20.3% |
| Q4 2021 | $357,000 | +14.4% | 4,266 | +1.2% | 0.30% | -1.3% |
| Q3 2021 | $312,000 | +3.7% | 4,216 | +2.0% | 0.30% | +12.8% |
| Q2 2021 | $301,000 | +6.4% | 4,135 | -4.9% | 0.27% | +3.9% |
| Q1 2021 | $283,000 | +7.6% | 4,347 | +5.2% | 0.26% | -9.2% |
| Q4 2020 | $263,000 | – | 4,131 | – | 0.28% | – |
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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% |