ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,234 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $672,842 | -4.9% | 9,834 | -2.0% | 0.20% | 0.0% |
| Q2 2023 | $707,196 | +10.3% | 10,034 | 0.0% | 0.20% | +5.2% |
| Q1 2023 | $641,072 | +80538.0% | 10,034 | -26.2% | 0.19% | -19.7% |
| Q4 2022 | $795 | -99.9% | 13,594 | -28.9% | 0.24% | -30.9% |
| Q3 2022 | $1,106,000 | -7.1% | 19,117 | -3.0% | 0.35% | +0.6% |
| Q2 2022 | $1,190,000 | -50.2% | 19,717 | -36.9% | 0.34% | -40.8% |
| Q1 2022 | $2,389,000 | -13.8% | 31,272 | -5.6% | 0.58% | -13.7% |
| Q4 2021 | $2,771,000 | +23.9% | 33,121 | +7.8% | 0.67% | +12.5% |
| Q3 2021 | $2,236,000 | 0.0% | 30,738 | 0.0% | 0.60% | 0.0% |
| Q2 2021 | $2,236,000 | – | 30,738 | – | 0.60% | – |
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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% |