ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,372,361 | -2.3% | 20,058 | +0.6% | 0.14% | +0.7% |
| Q2 2023 | $1,404,929 | +880.2% | 19,934 | +34.9% | 0.14% | +1687.5% |
| Q1 2023 | $143,338 | -88.8% | 14,773 | -32.3% | 0.01% | -86.0% |
| Q4 2022 | $1,277,015 | -52.8% | 21,829 | -53.3% | 0.06% | -64.4% |
| Q3 2022 | $2,704,000 | -5.5% | 46,740 | -0.7% | 0.16% | -37.0% |
| Q2 2022 | $2,862,000 | -26.7% | 47,068 | -7.9% | 0.25% | +15.5% |
| Q1 2022 | $3,903,000 | -13.5% | 51,099 | -5.2% | 0.22% | -42.4% |
| Q4 2021 | $4,512,000 | +26.8% | 53,924 | -1.3% | 0.38% | +34.5% |
| Q1 2021 | $3,557,000 | +219.3% | 54,636 | +213.1% | 0.28% | +175.7% |
| Q4 2020 | $1,114,000 | – | 17,451 | – | 0.10% | – |
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% |