ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $452,188 | -2.9% | 6,609 | 0.0% | 0.12% | +9.0% |
| Q2 2023 | $465,802 | -2.8% | 6,609 | -11.9% | 0.11% | -2.6% |
| Q1 2023 | $479,431 | +9.2% | 7,504 | 0.0% | 0.11% | +4.6% |
| Q4 2022 | $438,984 | -1.1% | 7,504 | -2.3% | 0.11% | -10.7% |
| Q3 2022 | $444,000 | -4.3% | 7,683 | 0.0% | 0.12% | +0.8% |
| Q2 2022 | $464,000 | -21.0% | 7,683 | 0.0% | 0.12% | -2.4% |
| Q1 2022 | $587,000 | -8.7% | 7,683 | 0.0% | 0.12% | -13.9% |
| Q4 2021 | $643,000 | +10.7% | 7,683 | -2.3% | 0.14% | +10.8% |
| Q3 2021 | $581,000 | -23.1% | 7,862 | -15.3% | 0.13% | +19.3% |
| Q2 2021 | $756,000 | +41.3% | 9,284 | +13.0% | 0.11% | -18.0% |
| Q1 2021 | $535,000 | +20.8% | 8,219 | +18.4% | 0.13% | +9.9% |
| Q4 2020 | $443,000 | +61.7% | 6,944 | +552.0% | 0.12% | +42.4% |
| Q3 2020 | $274,000 | +24.0% | 1,065 | 0.0% | 0.08% | +11.8% |
| Q2 2020 | $221,000 | -19.0% | 1,065 | -24.5% | 0.08% | -25.5% |
| Q4 2019 | $273,000 | +7.5% | 1,410 | -0.1% | 0.10% | 0.0% |
| Q3 2019 | $254,000 | +3.3% | 1,412 | +2.8% | 0.10% | 0.0% |
| Q2 2019 | $246,000 | -4.7% | 1,374 | -8.1% | 0.10% | -4.7% |
| Q1 2019 | $258,000 | +20.0% | 1,495 | +4.9% | 0.11% | +8.1% |
| Q4 2018 | $215,000 | – | 1,425 | – | 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% |