ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $392,725 | +75.5% | 4,243,838 | +60.1% | 4.80% | +66.0% |
| Q1 2024 | $223,763 | +175.4% | 2,649,963 | +145.0% | 2.89% | +157.7% |
| Q4 2023 | $81,244 | +10.8% | 1,081,807 | +0.9% | 1.12% | -1.3% |
| Q3 2023 | $73,337 | +661.7% | 1,071,874 | +684.7% | 1.14% | +648.0% |
| Q2 2023 | $9,628 | +1091.6% | 136,605 | +980.1% | 0.15% | +985.7% |
| Q1 2023 | $808 | -99.9% | 12,647 | -6.3% | 0.01% | 0.0% |
| Q4 2022 | $790,000 | -99.9% | 13,496 | +4.0% | 0.01% | -6.7% |
| Q3 2022 | $751,000,000 | +122813.3% | 12,978 | +28.2% | 0.02% | +25.0% |
| Q2 2022 | $611,000 | -52.9% | 10,122 | -40.3% | 0.01% | -47.8% |
| Q1 2022 | $1,296,000 | -100.0% | 16,968 | -58.6% | 0.02% | -62.3% |
| Q4 2021 | $3,426,000,000 | +107534.3% | 40,947 | -4.9% | 0.06% | -4.7% |
| Q3 2021 | $3,183,000 | +1.9% | 43,059 | +0.2% | 0.06% | -3.0% |
| Q2 2021 | $3,125,000 | +15.6% | 42,965 | +3.5% | 0.07% | 0.0% |
| Q1 2021 | $2,704,000 | +4.1% | 41,531 | +2.0% | 0.07% | -8.3% |
| Q4 2020 | $2,598,000 | +1.2% | 40,708 | +266.4% | 0.07% | -16.3% |
| Q3 2020 | $2,567,000 | +7.0% | 11,109 | -3.9% | 0.09% | -5.5% |
| Q2 2020 | $2,399,000 | +3.6% | 11,564 | -3.3% | 0.09% | -5.2% |
| Q4 2019 | $2,316,000 | +54.6% | 11,958 | +43.7% | 0.10% | +35.2% |
| Q3 2019 | $1,498,000 | -87.7% | 8,319 | -90.7% | 0.07% | -94.7% |
| Q2 2017 | $12,157,000 | -30.1% | 89,360 | -39.9% | 1.33% | -55.4% |
| Q2 2016 | $17,395,000 | -99.9% | 148,773 | +26.7% | 2.98% | +14.6% |
| Q1 2016 | $13,745,000,000 | +30.1% | 117,412 | +28.7% | 2.60% | +15.9% |
| Q4 2015 | $10,565,000,000 | +202488.7% | 91,233 | +88.6% | 2.24% | +75.9% |
| Q3 2015 | $5,215,000 | +120.1% | 48,377 | +134.3% | 1.27% | +119.3% |
| Q2 2015 | $2,369,000 | – | 20,648 | – | 0.58% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,426 | $41,124,000 | 39.50% |
| Sterling Investment Counsel, LLC | 333,025 | $20,098,000 | 15.34% |
| Hedeker Wealth, LLC | 692,165 | $44,164,000 | 15.24% |
| TRIAD FINANCIAL ADVISORS, INC. | 414,562 | $25,019,000 | 13.86% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 377,748 | $22,797,000 | 12.11% |
| Praetorian Wealth Management, Inc. | 533,479 | $32,195,000 | 11.82% |
| Powell Investment Advisors, LLC | 315,616 | $19,047,000 | 11.55% |
| Salomon & Ludwin, LLC | 1,225,889 | $73,982,000 | 11.44% |
| HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 131,729 | $7,950,000 | 10.69% |
| ShoreHaven Wealth Partners, LLC | 216,518 | $13,066,000 | 9.38% |