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 | $485,166 | -5.1% | 7,091 | -2.3% | 0.08% | -8.4% |
| Q2 2023 | $511,332 | +6.8% | 7,255 | -3.2% | 0.08% | -2.4% |
| Q1 2023 | $478,664 | +12.2% | 7,492 | +2.7% | 0.08% | +4.9% |
| Q4 2022 | $426,641 | -0.8% | 7,293 | -1.8% | 0.08% | -15.6% |
| Q3 2022 | $430,000 | -1.4% | 7,426 | +2.7% | 0.10% | -2.0% |
| Q2 2022 | $436,000 | -25.1% | 7,232 | -10.6% | 0.10% | -23.4% |
| Q1 2022 | $582,000 | +9.6% | 8,094 | +27.6% | 0.13% | +7.6% |
| Q4 2021 | $531,000 | – | 6,342 | – | 0.12% | – |
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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% |