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 | $1,929,480 | -47.9% | 28,201 | -46.3% | 0.19% | +12.7% |
| Q2 2023 | $3,701,542 | +119.5% | 52,520 | +99.0% | 0.17% | +6.4% |
| Q1 2023 | $1,686,185 | -45.4% | 26,392 | -50.0% | 0.16% | +10.6% |
| Q4 2022 | $3,087,864 | +102.2% | 52,784 | +100.0% | 0.14% | -6.0% |
| Q3 2022 | $1,527,000 | -4.9% | 26,392 | -0.7% | 0.15% | -3.8% |
| Q2 2022 | $1,605,000 | -21.0% | 26,589 | 0.0% | 0.16% | -17.5% |
| Q1 2022 | $2,031,000 | -8.7% | 26,589 | 0.0% | 0.19% | -6.0% |
| Q4 2021 | $2,225,000 | – | 26,589 | – | 0.20% | – |
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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% |