ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. 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 | $206,568 | -18.9% | 3,019 | -16.4% | 0.07% | -18.5% |
| Q2 2023 | $254,677 | +21.3% | 3,613 | +0.7% | 0.08% | +8.0% |
| Q1 2023 | $209,894 | +0.0% | 3,588 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $209,890 | -38.4% | 3,588 | -36.4% | 0.08% | -46.0% |
| Q3 2022 | $341,000 | +14.4% | 5,645 | +14.1% | 0.14% | -2.1% |
| Q2 2022 | $298,000 | -25.5% | 4,946 | -5.5% | 0.14% | +2.9% |
| Q1 2022 | $400,000 | -44.4% | 5,234 | -39.1% | 0.14% | -45.2% |
| Q4 2021 | $720,000 | – | 8,601 | – | 0.25% | – |
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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% |