ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $288,170 | -2.9% | 3,114 | -11.4% | 0.09% | +1.1% |
| Q1 2024 | $296,892 | +12.4% | 3,516 | 0.0% | 0.09% | +4.8% |
| Q4 2023 | $264,052 | -0.2% | 3,516 | -9.1% | 0.08% | -13.5% |
| Q3 2023 | $264,512 | -15.0% | 3,866 | -12.5% | 0.10% | -14.3% |
| Q2 2023 | $311,240 | -1.5% | 4,416 | -10.7% | 0.11% | -7.4% |
| Q1 2023 | $316,000 | +9.2% | 4,946 | 0.0% | 0.12% | +4.3% |
| Q4 2022 | $289,341 | +28.0% | 4,946 | +26.6% | 0.12% | +5.5% |
| Q3 2022 | $226,000 | -78.4% | 3,906 | -77.5% | 0.11% | -77.3% |
| Q2 2022 | $1,046,000 | +251.0% | 17,340 | +343.9% | 0.48% | +306.7% |
| Q1 2022 | $298,000 | -8.9% | 3,906 | 0.0% | 0.12% | -1.7% |
| Q4 2021 | $327,000 | +13.1% | 3,906 | 0.0% | 0.12% | +6.1% |
| Q3 2021 | $289,000 | -20.8% | 3,906 | -22.1% | 0.11% | -17.4% |
| Q2 2021 | $365,000 | +8.3% | 5,016 | -3.1% | 0.14% | +3.0% |
| Q1 2021 | $337,000 | +2.1% | 5,178 | 0.0% | 0.13% | -4.3% |
| Q4 2020 | $330,000 | +0.6% | 5,178 | +264.9% | 0.14% | -11.9% |
| Q3 2020 | $328,000 | -23.2% | 1,419 | -31.1% | 0.16% | -19.7% |
| Q2 2020 | $427,000 | +25.6% | 2,060 | 0.0% | 0.20% | +9.4% |
| Q1 2020 | $340,000 | -14.8% | 2,060 | 0.0% | 0.18% | -2.7% |
| Q4 2019 | $399,000 | +3.6% | 2,060 | -3.8% | 0.19% | -8.8% |
| Q3 2019 | $385,000 | +0.3% | 2,141 | 0.0% | 0.20% | 0.0% |
| Q2 2019 | $384,000 | +4.1% | 2,141 | 0.0% | 0.20% | -0.5% |
| Q1 2019 | $369,000 | +14.2% | 2,141 | 0.0% | 0.20% | +32.3% |
| Q4 2018 | $323,000 | – | 2,141 | – | 0.16% | – |
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% |