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 | $3,843,976 | -12.2% | 56,182 | -9.5% | 3.04% | -12.1% |
| Q2 2023 | $4,377,587 | -0.6% | 62,111 | -9.9% | 3.45% | -8.2% |
| Q1 2023 | $4,403,924 | +0.2% | 68,930 | -8.2% | 3.76% | -5.9% |
| Q4 2022 | $4,394,953 | -1.9% | 75,127 | -3.0% | 4.00% | -13.7% |
| Q3 2022 | $4,480,000 | -1.9% | 77,449 | +2.3% | 4.64% | -1.8% |
| Q2 2022 | $4,569,000 | -20.9% | 75,715 | +0.1% | 4.72% | -9.9% |
| Q1 2022 | $5,778,000 | -12.5% | 75,647 | -4.1% | 5.24% | -10.2% |
| Q4 2021 | $6,601,000 | – | 78,888 | – | 5.84% | – |
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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% |