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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $338 | +12.3% | 4,802 | +2.0% | 0.01% | 0.0% |
Q1 2023 | $301 | +9.1% | 4,710 | 0.0% | 0.01% | +14.3% |
Q4 2022 | $276 | -99.9% | 4,710 | +18.0% | 0.01% | 0.0% |
Q3 2022 | $231,000 | -4.1% | 3,993 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $241,000 | -28.3% | 3,993 | -9.1% | 0.01% | -12.5% |
Q1 2022 | $336,000 | +0.6% | 4,393 | +10.0% | 0.01% | +14.3% |
Q4 2021 | $334,000 | -9.5% | 3,993 | -20.1% | 0.01% | -22.2% |
Q3 2021 | $369,000 | -1.3% | 4,995 | -2.9% | 0.01% | 0.0% |
Q2 2021 | $374,000 | -6.3% | 5,145 | -16.1% | 0.01% | -18.2% |
Q1 2021 | $399,000 | -7.2% | 6,130 | -9.1% | 0.01% | -8.3% |
Q4 2020 | $430,000 | +5.7% | 6,740 | +282.5% | 0.01% | -7.7% |
Q3 2020 | $407,000 | +28.4% | 1,762 | +15.2% | 0.01% | +18.2% |
Q2 2020 | $317,000 | +12.0% | 1,529 | -10.7% | 0.01% | -8.3% |
Q1 2020 | $283,000 | -4.4% | 1,712 | +12.0% | 0.01% | +20.0% |
Q4 2019 | $296,000 | +7.6% | 1,529 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $275,000 | -42.5% | 1,529 | -42.6% | 0.01% | -41.2% |
Q2 2019 | $478,000 | -7.5% | 2,665 | -11.2% | 0.02% | -10.5% |
Q1 2019 | $517,000 | +123.8% | 3,001 | +50.1% | 0.02% | +58.3% |
Q4 2015 | $231,000 | – | 1,999 | – | 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% |