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 | $5,078,075 | +13.8% | 74,219 | +17.3% | 6.29% | +4.7% |
| Q2 2023 | $4,460,761 | +7.7% | 63,291 | -2.4% | 6.01% | +1.1% |
| Q1 2023 | $4,143,415 | +4.9% | 64,852 | -4.0% | 5.94% | -2.6% |
| Q4 2022 | $3,951,590 | -4.9% | 67,549 | +10.6% | 6.10% | -1.9% |
| Q2 2022 | $4,156,000 | -12.4% | 61,050 | -1.7% | 6.22% | -3.0% |
| Q1 2022 | $4,745,000 | -10.8% | 62,117 | -2.3% | 6.41% | -6.6% |
| Q4 2021 | $5,322,000 | +11.8% | 63,606 | -1.2% | 6.86% | +3.5% |
| Q3 2021 | $4,760,000 | +4.0% | 64,399 | +2.4% | 6.63% | +2.4% |
| Q2 2021 | $4,576,000 | +21.1% | 62,915 | +8.4% | 6.47% | +9.4% |
| Q1 2021 | $3,778,000 | – | 58,028 | – | 5.92% | – |
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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% |