ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $857 | -5.4% | 12,520 | -2.7% | 0.09% | -1.1% |
Q2 2023 | $906 | +1.1% | 12,861 | -8.3% | 0.09% | -20.2% |
Q1 2023 | $896 | +79.2% | 14,028 | +64.3% | 0.11% | +75.4% |
Q4 2022 | $500 | -99.9% | 8,540 | -36.4% | 0.06% | -33.0% |
Q3 2022 | $777,000 | -33.8% | 13,423 | -30.9% | 0.10% | -30.7% |
Q2 2022 | $1,173,000 | -32.9% | 19,438 | -15.1% | 0.14% | -16.7% |
Q1 2022 | $1,748,000 | -13.2% | 22,889 | -4.9% | 0.17% | -12.0% |
Q4 2021 | $2,014,000 | +82.4% | 24,075 | +61.2% | 0.19% | +28.2% |
Q3 2021 | $1,104,000 | +49.2% | 14,933 | +46.8% | 0.15% | +96.1% |
Q2 2021 | $740,000 | +8.7% | 10,169 | -2.8% | 0.08% | +8.6% |
Q1 2021 | $681,000 | +7.6% | 10,457 | +282.1% | 0.07% | -19.5% |
Q3 2020 | $633,000 | +18.3% | 2,737 | +6.2% | 0.09% | +16.0% |
Q2 2020 | $535,000 | +56.4% | 2,576 | +24.4% | 0.08% | +33.9% |
Q1 2020 | $342,000 | -8.1% | 2,070 | +7.9% | 0.06% | +7.7% |
Q4 2019 | $372,000 | +6.6% | 1,919 | -1.0% | 0.05% | 0.0% |
Q3 2019 | $349,000 | -0.6% | 1,939 | -1.0% | 0.05% | -1.9% |
Q2 2019 | $351,000 | -25.0% | 1,959 | -36.9% | 0.05% | -39.8% |
Q4 2018 | $468,000 | – | 3,104 | – | 0.09% | – |
Download |
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% |