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 | $361,258 | -2.9% | 5,280 | +0.0% | 0.00% | 0.0% |
| Q2 2023 | $372,000 | +10.4% | 5,278 | -0.0% | 0.00% | 0.0% |
| Q1 2023 | $337,000 | +9.1% | 5,280 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $309,000 | +1.3% | 5,280 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $305,000 | -4.1% | 5,280 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $318,000 | -21.1% | 5,280 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $403,000 | -85.8% | 5,280 | -84.5% | 0.00% | -75.0% |
| Q4 2021 | $2,843,000 | +726.5% | 33,980 | +630.1% | 0.00% | +300.0% |
| Q3 2021 | $344,000 | -82.2% | 4,654 | -82.5% | 0.00% | -75.0% |
| Q2 2021 | $1,935,000 | 0.0% | 26,605 | -10.5% | 0.00% | 0.0% |
| Q1 2021 | $1,935,000 | -66.4% | 29,719 | -67.0% | 0.00% | -66.7% |
| Q4 2020 | $5,754,000 | +369.3% | 90,160 | +1599.2% | 0.01% | +300.0% |
| Q3 2020 | $1,226,000 | -8.3% | 5,306 | -17.7% | 0.00% | -40.0% |
| Q2 2020 | $1,337,000 | 0.0% | 6,444 | -20.5% | 0.01% | 0.0% |
| Q1 2020 | $1,337,000 | -7.1% | 8,101 | +9.0% | 0.01% | +25.0% |
| Q4 2019 | $1,439,000 | +7.6% | 7,429 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,337,000 | +0.5% | 7,427 | +0.0% | 0.00% | -33.3% |
| Q2 2019 | $1,331,000 | +4.0% | 7,426 | 0.0% | 0.01% | +20.0% |
| Q1 2019 | $1,280,000 | +14.4% | 7,426 | -0.0% | 0.01% | 0.0% |
| Q4 2018 | $1,119,000 | -15.0% | 7,427 | -0.0% | 0.01% | -16.7% |
| Q3 2018 | $1,316,000 | +8.9% | 7,429 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $1,208,000 | +4.9% | 7,429 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $1,152,000 | – | 7,429 | – | 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% |