ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,236 filers reported holding ISHARES TR in Q4 2022. 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 | $960,570 | -2.3% | 13,976 | +3.0% | 0.73% | +4.7% |
Q2 2023 | $983,598 | +13.6% | 13,565 | 0.0% | 0.70% | +7.4% |
Q1 2023 | $865,718 | +5.7% | 13,565 | -1.1% | 0.65% | +4.9% |
Q4 2022 | $818,947 | +2.9% | 13,720 | -0.3% | 0.62% | -10.8% |
Q3 2022 | $796,000 | -5.7% | 13,759 | +1.5% | 0.69% | +5.2% |
Q2 2022 | $844,000 | +4.7% | 13,552 | +6.9% | 0.66% | +8.2% |
Q1 2022 | $806,000 | -13.0% | 12,674 | -0.4% | 0.61% | -16.1% |
Q4 2021 | $926,000 | – | 12,724 | – | 0.72% | – |
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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% |