ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $1,147,109 | +4.0% | 15,274 | -5.3% | 0.78% | -6.5% |
Q3 2023 | $1,103,233 | -7.0% | 16,124 | -4.2% | 0.83% | -11.7% |
Q2 2023 | $1,186,138 | +10.3% | 16,829 | 0.0% | 0.94% | +4.0% |
Q1 2023 | $1,075,232 | +9.2% | 16,829 | 0.0% | 0.90% | -0.8% |
Q4 2022 | $984,521 | +1.1% | 16,829 | 0.0% | 0.91% | -20.8% |
Q3 2022 | $974,000 | -4.1% | 16,829 | 0.0% | 1.15% | -6.8% |
Q2 2022 | $1,016,000 | -21.7% | 16,829 | -1.0% | 1.24% | -9.3% |
Q1 2022 | $1,298,000 | -8.7% | 16,994 | 0.0% | 1.36% | -6.1% |
Q4 2021 | $1,422,000 | – | 16,994 | – | 1.45% | – |
Download |
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% |