ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,138,556 | -2.2% | 16,640 | +0.8% | 0.26% | 0.0% |
| Q2 2023 | $1,163,744 | +17.9% | 16,512 | +6.8% | 0.26% | +12.1% |
| Q1 2023 | $987,343 | +10.7% | 15,454 | +0.1% | 0.23% | -25.6% |
| Q4 2022 | $892,123 | -3.2% | 15,443 | -3.1% | 0.31% | -13.8% |
| Q3 2022 | $922,000 | -16.9% | 15,944 | -0.6% | 0.36% | -3.7% |
| Q2 2022 | $1,110,000 | -14.4% | 16,035 | -5.6% | 0.38% | -3.3% |
| Q1 2022 | $1,297,000 | -9.8% | 16,984 | -1.2% | 0.39% | -8.3% |
| Q4 2021 | $1,438,000 | +1.3% | 17,191 | -0.1% | 0.42% | 0.0% |
| Q3 2021 | $1,420,000 | +16.0% | 17,200 | +5.9% | 0.42% | +10.4% |
| Q2 2021 | $1,224,000 | +5.0% | 16,249 | -3.0% | 0.38% | +4.1% |
| Q1 2021 | $1,166,000 | +5.2% | 16,757 | -3.5% | 0.37% | -11.9% |
| Q4 2020 | $1,108,000 | – | 17,367 | – | 0.42% | – |
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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% |