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 | $947,409 | +60.6% | 13,849 | +50.0% | 0.27% | -25.0% |
| Q1 2023 | $590,079 | -32.7% | 9,235 | -38.3% | 0.36% | +36.9% |
| Q4 2022 | $876,350 | -21.4% | 14,979 | -22.3% | 0.26% | -28.4% |
| Q3 2022 | $1,115,000 | +3.8% | 19,280 | +8.3% | 0.36% | -3.2% |
| Q2 2022 | $1,074,000 | -21.5% | 17,802 | -0.7% | 0.38% | -26.9% |
| Q1 2022 | $1,369,000 | -11.9% | 17,929 | -3.5% | 0.51% | -9.8% |
| Q4 2021 | $1,554,000 | +0.6% | 18,575 | -11.1% | 0.57% | -16.6% |
| Q3 2021 | $1,544,000 | -5.5% | 20,888 | -7.0% | 0.68% | -28.1% |
| Q2 2021 | $1,633,000 | +81.4% | 22,455 | +62.6% | 0.95% | +25.4% |
| Q1 2021 | $900,000 | – | 13,812 | – | 0.76% | – |
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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% |