ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,309 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,372,779 | -5.1% | 20,064 | -2.3% | 0.55% | -9.7% |
| Q2 2023 | $1,447,095 | +8.6% | 20,532 | -1.5% | 0.61% | +11.2% |
| Q1 2023 | $1,332,426 | +9.2% | 20,855 | 0.0% | 0.55% | +11.9% |
| Q4 2022 | $1,220,018 | -1.3% | 20,855 | -2.4% | 0.49% | -28.4% |
| Q3 2022 | $1,236,312 | -4.9% | 21,371 | -0.8% | 0.68% | -5.8% |
| Q2 2022 | $1,300,180 | -24.4% | 21,544 | -4.3% | 0.72% | -4.7% |
| Q1 2022 | $1,718,779 | -8.0% | 22,503 | +0.8% | 0.76% | +7.3% |
| Q4 2021 | $1,867,849 | – | 22,324 | – | 0.71% | – |
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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% |