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 | $3,481,596 | -19.5% | 50,886 | -17.1% | 0.07% | -14.1% |
| Q2 2023 | $4,327,519 | +5.4% | 61,401 | -4.5% | 0.08% | -1.3% |
| Q1 2023 | $4,106,340 | +3.5% | 64,272 | -5.3% | 0.08% | -2.5% |
| Q4 2022 | $3,969,120 | -2.6% | 67,848 | -3.7% | 0.08% | -6.9% |
| Q3 2022 | $4,074,000 | -21.5% | 70,429 | -18.1% | 0.09% | -17.1% |
| Q2 2022 | $5,191,000 | -72.5% | 86,009 | -65.2% | 0.10% | -65.9% |
| Q1 2022 | $18,896,000 | -49.8% | 247,393 | -45.0% | 0.31% | -46.0% |
| Q4 2021 | $37,662,000 | +14.3% | 450,126 | +1.0% | 0.57% | +11.8% |
| Q3 2021 | $32,941,000 | +2.0% | 445,684 | +0.4% | 0.51% | +5.4% |
| Q2 2021 | $32,295,000 | +15.4% | 444,034 | +3.3% | 0.48% | +5.2% |
| Q1 2021 | $27,983,000 | +0.6% | 429,775 | -1.4% | 0.46% | -7.8% |
| Q4 2020 | $27,809,000 | +9.5% | 435,734 | +296.3% | 0.50% | -0.2% |
| Q3 2020 | $25,407,000 | +27.7% | 109,951 | +14.7% | 0.50% | +16.8% |
| Q2 2020 | $19,890,000 | +26.4% | 95,861 | +0.5% | 0.43% | +2.1% |
| Q1 2020 | $15,741,000 | -15.7% | 95,371 | -1.1% | 0.42% | +7.2% |
| Q4 2019 | $18,679,000 | +6.2% | 96,460 | -1.3% | 0.39% | +1.0% |
| Q3 2019 | $17,586,000 | -0.1% | 97,684 | -0.5% | 0.39% | -3.0% |
| Q2 2019 | $17,605,000 | +3.1% | 98,221 | -0.9% | 0.40% | -1.5% |
| Q1 2019 | $17,075,000 | +9.2% | 99,066 | -4.5% | 0.40% | -8.6% |
| Q4 2018 | $15,631,000 | -15.0% | 103,746 | -0.0% | 0.44% | -3.1% |
| Q3 2018 | $18,387,000 | +10.5% | 103,781 | +1.4% | 0.46% | -9.1% |
| Q2 2018 | $16,639,000 | +12.3% | 102,326 | +7.1% | 0.50% | -9.0% |
| Q1 2018 | $14,820,000 | -7.5% | 95,569 | -8.9% | 0.55% | -7.7% |
| Q4 2017 | $16,021,000 | +6.8% | 104,870 | +0.3% | 0.60% | +10.5% |
| Q3 2017 | $14,999,000 | +4.9% | 104,583 | +0.1% | 0.54% | +10.4% |
| Q2 2017 | $14,302,000 | +18.4% | 104,508 | +13.8% | 0.49% | +11.8% |
| Q1 2017 | $12,081,000 | +6.3% | 91,858 | -1.5% | 0.44% | -5.2% |
| Q4 2016 | $11,361,000 | -1.5% | 93,285 | -1.6% | 0.46% | -8.3% |
| Q3 2016 | $11,532,000 | +8.1% | 94,790 | +3.6% | 0.50% | +6.1% |
| Q2 2016 | $10,668,000 | -8.2% | 91,511 | -8.7% | 0.48% | -16.3% |
| Q1 2016 | $11,621,000 | -8.2% | 100,280 | -8.3% | 0.57% | -10.4% |
| Q4 2015 | $12,664,000 | -8.1% | 109,360 | -14.4% | 0.64% | -11.4% |
| Q3 2015 | $13,776,000 | +11.0% | 127,796 | +17.2% | 0.72% | +27.4% |
| Q2 2015 | $12,416,000 | -1.7% | 109,049 | -1.6% | 0.56% | -2.1% |
| Q1 2015 | $12,626,000 | +6.0% | 110,805 | +3.8% | 0.58% | +2.0% |
| Q4 2014 | $11,911,000 | -3.2% | 106,727 | -7.3% | 0.56% | -7.2% |
| Q3 2014 | $12,299,000 | +3.0% | 115,139 | +1.5% | 0.61% | +1.2% |
| Q2 2014 | $11,936,000 | +34.9% | 113,467 | +28.0% | 0.60% | +24.7% |
| Q1 2014 | $8,848,000 | +462.8% | 88,624 | +456.8% | 0.48% | +517.9% |
| Q4 2013 | $1,572,000 | -2.1% | 15,916 | -11.4% | 0.08% | -10.3% |
| Q3 2013 | $1,605,000 | +139.2% | 17,966 | +125.1% | 0.09% | +135.1% |
| Q2 2013 | $671,000 | – | 7,983 | – | 0.04% | – |
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% |