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 | $37,562 | -2.9% | 549 | +0.2% | 0.00% | – |
| Q2 2023 | $38,693 | +10.3% | 548 | 0.0% | 0.00% | – |
| Q1 2023 | $35,075 | +9.0% | 548 | -0.4% | 0.00% | – |
| Q4 2022 | $32,175 | -98.1% | 550 | -98.1% | 0.00% | -100.0% |
| Q3 2022 | $1,660,000 | -26.4% | 28,700 | -23.2% | 0.01% | -22.2% |
| Q2 2022 | $2,254,000 | -20.3% | 37,364 | +0.9% | 0.01% | 0.0% |
| Q1 2022 | $2,828,000 | -8.3% | 37,027 | +0.5% | 0.01% | -10.0% |
| Q4 2021 | $3,084,000 | +13.2% | 36,861 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $2,724,000 | +90700.0% | 36,861 | +81813.3% | 0.01% | – |
| Q2 2021 | $3,000 | -81.2% | 45 | -42.3% | 0.00% | – |
| Q2 2020 | $16,000 | +33.3% | 78 | 0.0% | 0.00% | – |
| Q1 2020 | $12,000 | -20.0% | 78 | 0.0% | 0.00% | – |
| Q4 2019 | $15,000 | +7.1% | 78 | 0.0% | 0.00% | – |
| Q3 2019 | $14,000 | +7.7% | 78 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +18.2% | 78 | 0.0% | 0.00% | – |
| Q4 2018 | $11,000 | -15.4% | 78 | 0.0% | 0.00% | – |
| Q3 2018 | $13,000 | +8.3% | 78 | 0.0% | 0.00% | – |
| Q2 2018 | $12,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2018 | $12,000 | +9.1% | 78 | 0.0% | 0.00% | – |
| Q4 2017 | $11,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q3 2017 | $11,000 | +10.0% | 78 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2017 | $10,000 | +11.1% | 78 | 0.0% | 0.00% | – |
| Q4 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2016 | $9,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q4 2015 | $9,000 | +12.5% | 78 | 0.0% | 0.00% | – |
| Q3 2015 | $8,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q2 2015 | $8,000 | 0.0% | 78 | 0.0% | 0.00% | – |
| Q1 2015 | $8,000 | -52.9% | 78 | -50.9% | 0.00% | – |
| Q4 2014 | $17,000 | +6.2% | 159 | 0.0% | 0.00% | – |
| Q3 2014 | $16,000 | +100.0% | 159 | +103.8% | 0.00% | – |
| Q2 2014 | $8,000 | -50.0% | 78 | -53.0% | 0.00% | – |
| Q4 2013 | $16,000 | +100.0% | 166 | +66.0% | 0.00% | – |
| Q3 2013 | $8,000 | – | 100 | – | 0.00% | – |
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% |