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 | $1,282,021 | -2.9% | 18,653 | -0.4% | 0.96% | -2.9% |
| Q2 2023 | $1,319,668 | +6.8% | 18,724 | -3.2% | 0.99% | +0.4% |
| Q1 2023 | $1,235,249 | +16.9% | 19,334 | +7.1% | 0.98% | +8.4% |
| Q4 2022 | $1,056,393 | +1.1% | 18,058 | 0.0% | 0.91% | -7.8% |
| Q3 2022 | $1,045,000 | -5.2% | 18,058 | -1.1% | 0.98% | -2.3% |
| Q2 2022 | $1,102,000 | -23.8% | 18,264 | -3.6% | 1.01% | -15.7% |
| Q1 2022 | $1,447,000 | -8.7% | 18,940 | 0.0% | 1.19% | -5.2% |
| Q4 2021 | $1,585,000 | – | 18,940 | – | 1.26% | – |
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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% |