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 | $3,593,829 | +34.3% | 52,526 | +38.4% | 0.54% | +55.5% |
| Q2 2023 | $2,675,209 | +137.9% | 37,957 | +115.7% | 0.35% | +133.8% |
| Q1 2023 | $1,124,464 | +25.4% | 17,600 | +14.8% | 0.15% | +19.4% |
| Q4 2022 | $896,571 | +182.8% | 15,326 | +179.9% | 0.12% | +143.1% |
| Q3 2022 | $317,000 | +12.4% | 5,475 | +17.2% | 0.05% | +18.6% |
| Q2 2022 | $282,000 | -8.7% | 4,670 | +15.4% | 0.04% | +2.4% |
| Q1 2022 | $309,000 | -11.5% | 4,047 | -3.1% | 0.04% | -8.7% |
| Q4 2021 | $349,000 | +7.1% | 4,177 | -0.0% | 0.05% | +4.5% |
| Q3 2021 | $326,000 | +3.8% | 4,179 | -3.3% | 0.04% | +2.3% |
| Q2 2021 | $314,000 | -61.1% | 4,320 | -65.2% | 0.04% | -64.2% |
| Q1 2021 | $808,000 | +2.5% | 12,408 | +0.5% | 0.12% | -11.8% |
| Q4 2020 | $788,000 | – | 12,347 | – | 0.14% | – |
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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% |