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 | $2,139,964 | -6.6% | 31,277 | -3.8% | 0.42% | -10.4% |
| Q2 2023 | $2,292,001 | +9.3% | 32,520 | -0.9% | 0.47% | +1.7% |
| Q1 2023 | $2,096,656 | +30.9% | 32,817 | +19.9% | 0.46% | +16.7% |
| Q4 2022 | $1,601,788 | +17.8% | 27,381 | +21.5% | 0.40% | +1.3% |
| Q2 2022 | $1,359,663 | -22.5% | 22,530 | -1.9% | 0.39% | -16.8% |
| Q1 2022 | $1,754,825 | -16.3% | 22,975 | -8.3% | 0.47% | -20.2% |
| Q4 2021 | $2,096,799 | – | 25,060 | – | 0.59% | – |
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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% |