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 | $2,100,100 | -3.1% | 30,694 | -0.1% | 0.80% | +1.8% |
| Q2 2023 | $2,166,290 | +10.3% | 30,736 | +0.0% | 0.78% | +4.0% |
| Q1 2023 | $1,963,360 | +5.2% | 30,730 | -3.7% | 0.75% | -1.4% |
| Q4 2022 | $1,866,737 | +1.8% | 31,910 | +0.6% | 0.76% | -8.1% |
| Q3 2022 | $1,834,000 | -4.4% | 31,706 | -0.3% | 0.83% | -3.9% |
| Q2 2022 | $1,919,000 | -22.5% | 31,804 | -1.9% | 0.86% | -13.9% |
| Q1 2022 | $2,477,000 | -9.7% | 32,436 | -1.1% | 1.00% | -17.4% |
| Q4 2021 | $2,744,000 | +16.1% | 32,792 | +2.5% | 1.22% | -30.5% |
| Q3 2021 | $2,364,000 | -2.4% | 31,991 | -4.0% | 1.75% | -1.0% |
| Q2 2021 | $2,422,000 | +10.4% | 33,307 | -1.1% | 1.77% | +1.3% |
| Q1 2021 | $2,193,000 | -2.1% | 33,680 | -4.0% | 1.74% | -15.0% |
| Q4 2020 | $2,239,000 | – | 35,092 | – | 2.05% | – |
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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% |