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 | $22 | -4.3% | 328 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $23 | +15.0% | 328 | 0.0% | 0.01% | +12.5% |
Q1 2023 | $20 | +5.3% | 328 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $19 | -99.9% | 328 | 0.0% | 0.01% | -11.1% |
Q3 2022 | $18,000 | -5.3% | 328 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $19,000 | -24.0% | 328 | 0.0% | 0.01% | -10.0% |
Q1 2022 | $25,000 | -7.4% | 328 | 0.0% | 0.01% | -16.7% |
Q4 2021 | $27,000 | +12.5% | 328 | 0.0% | 0.01% | +9.1% |
Q3 2021 | $24,000 | +4.3% | 328 | 0.0% | 0.01% | +10.0% |
Q2 2021 | $23,000 | +9.5% | 328 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $21,000 | +5.0% | 328 | 0.0% | 0.01% | -9.1% |
Q4 2020 | $20,000 | +11.1% | 328 | +300.0% | 0.01% | 0.0% |
Q3 2020 | $18,000 | +5.9% | 82 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $17,000 | +30.8% | 82 | 0.0% | 0.01% | +71.4% |
Q1 2020 | $13,000 | -13.3% | 82 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $15,000 | +7.1% | 82 | 0.0% | 0.01% | -12.5% |
Q3 2019 | $14,000 | 0.0% | 82 | 0.0% | 0.01% | -11.1% |
Q2 2019 | $14,000 | 0.0% | 82 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $14,000 | +16.7% | 82 | 0.0% | 0.01% | -10.0% |
Q4 2018 | $12,000 | -14.3% | 82 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $14,000 | +7.7% | 82 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $13,000 | – | 82 | – | 0.01% | – |
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% |