ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,184 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,073,464 | +9.6% | 11,600 | 0.0% | 0.05% | +18.6% |
| Q1 2024 | $979,504 | +12.4% | 11,600 | 0.0% | 0.04% | +4.9% |
| Q4 2023 | $871,160 | +9.8% | 11,600 | 0.0% | 0.04% | +13.9% |
| Q3 2023 | $793,672 | -2.9% | 11,600 | 0.0% | 0.04% | -5.3% |
| Q2 2023 | $817,568 | +10.3% | 11,600 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $741,124 | +9.2% | 11,600 | 0.0% | 0.04% | -2.6% |
| Q4 2022 | $678,600 | +1.1% | 11,600 | 0.0% | 0.04% | -9.3% |
| Q3 2022 | $671,000 | -4.1% | 11,600 | 0.0% | 0.04% | -4.4% |
| Q2 2022 | $700,000 | -21.0% | 11,600 | 0.0% | 0.04% | -6.2% |
| Q1 2022 | $886,000 | -8.8% | 11,600 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $971,000 | +13.3% | 11,600 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $857,000 | +1.5% | 11,600 | 0.0% | 0.05% | +2.1% |
| Q2 2021 | $844,000 | +11.8% | 11,600 | 0.0% | 0.05% | +2.1% |
| Q1 2021 | $755,000 | +2.0% | 11,600 | 0.0% | 0.05% | -6.0% |
| Q4 2020 | $740,000 | +10.4% | 11,600 | +300.0% | 0.05% | -2.0% |
| Q3 2020 | $670,000 | +11.3% | 2,900 | 0.0% | 0.05% | +4.1% |
| Q2 2020 | $602,000 | +25.7% | 2,900 | 0.0% | 0.05% | +4.3% |
| Q1 2020 | $479,000 | -14.8% | 2,900 | 0.0% | 0.05% | +20.5% |
| Q4 2019 | $562,000 | +7.7% | 2,900 | 0.0% | 0.04% | +5.4% |
| Q3 2019 | $522,000 | +0.4% | 2,900 | 0.0% | 0.04% | -5.1% |
| Q2 2019 | $520,000 | -48.0% | 2,900 | -50.0% | 0.04% | -2.5% |
| Q1 2019 | $1,000,000 | +128.8% | 5,800 | +100.0% | 0.04% | +2.6% |
| Q4 2018 | $437,000 | -15.0% | 2,900 | 0.0% | 0.04% | -7.1% |
| Q3 2018 | $514,000 | +8.9% | 2,900 | 0.0% | 0.04% | +2.4% |
| Q2 2018 | $472,000 | +4.9% | 2,900 | 0.0% | 0.04% | +5.1% |
| Q1 2018 | $450,000 | -21.9% | 2,900 | -23.1% | 0.04% | -22.0% |
| Q4 2017 | $576,000 | +6.5% | 3,770 | 0.0% | 0.05% | +6.4% |
| Q3 2017 | $541,000 | +36.3% | 3,770 | +30.0% | 0.05% | +34.3% |
| Q2 2017 | $397,000 | – | 2,900 | – | 0.04% | – |
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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% |