ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 30 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $171,050 | -65.8% | 2,500 | -64.7% | 0.01% | -66.7% |
| Q2 2023 | $499,492 | +10.3% | 7,087 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $452,788 | -66.7% | 7,087 | -69.5% | 0.03% | -67.9% |
| Q4 2022 | $1,358,019 | +1.1% | 23,214 | 0.0% | 0.08% | -10.6% |
| Q3 2022 | $1,342,930 | -4.1% | 23,214 | 0.0% | 0.09% | -2.1% |
| Q2 2022 | $1,400,965 | -21.0% | 23,214 | 0.0% | 0.10% | +3.2% |
| Q1 2022 | $1,773,085 | -8.7% | 23,214 | 0.0% | 0.09% | -5.1% |
| Q4 2021 | $1,942,000 | +13.2% | 23,214 | 0.0% | 0.10% | +7.7% |
| Q3 2021 | $1,716,000 | +1.7% | 23,214 | 0.0% | 0.09% | -4.2% |
| Q2 2021 | $1,688,000 | – | 23,214 | – | 0.10% | – |
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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% |