ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,561 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $139,643 | +8.1% | 1,509 | -1.4% | 0.01% | +7.7% |
| Q1 2024 | $129,193 | +9.6% | 1,530 | -2.5% | 0.01% | 0.0% |
| Q4 2023 | $117,907 | +9.8% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $107,419 | -2.9% | 1,570 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $110,654 | +10.3% | 1,570 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $100,307 | +105486.3% | 1,570 | -2.8% | 0.01% | +9.1% |
| Q4 2022 | $95 | -99.9% | 1,616 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $93,000 | -5.1% | 1,616 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $98,000 | -74.3% | 1,616 | -23.8% | 0.01% | -83.1% |
| Q3 2019 | $382,000 | +10.1% | 2,121 | +9.7% | 0.06% | +6.6% |
| Q2 2019 | $347,000 | +4.2% | 1,934 | 0.0% | 0.06% | -3.2% |
| Q1 2019 | $333,000 | +14.4% | 1,934 | 0.0% | 0.06% | +5.0% |
| Q4 2018 | $291,000 | -26.3% | 1,934 | -13.2% | 0.06% | -17.8% |
| Q3 2018 | $395,000 | +9.1% | 2,229 | 0.0% | 0.07% | +4.3% |
| Q2 2018 | $362,000 | +4.6% | 2,229 | 0.0% | 0.07% | +2.9% |
| Q1 2018 | $346,000 | +1.2% | 2,229 | -0.5% | 0.07% | +1.5% |
| Q4 2017 | $342,000 | +6.5% | 2,241 | 0.0% | 0.07% | +1.5% |
| Q3 2017 | $321,000 | -2.4% | 2,241 | -6.8% | 0.07% | -9.6% |
| Q2 2017 | $329,000 | +4.1% | 2,404 | 0.0% | 0.07% | +4.3% |
| Q1 2017 | $316,000 | +7.8% | 2,404 | 0.0% | 0.07% | +1.4% |
| Q4 2016 | $293,000 | -16.0% | 2,404 | -16.3% | 0.07% | -16.9% |
| Q3 2016 | $349,000 | +4.2% | 2,871 | 0.0% | 0.08% | +1.2% |
| Q2 2016 | $335,000 | +0.6% | 2,871 | 0.0% | 0.08% | -1.2% |
| Q1 2016 | $333,000 | +0.3% | 2,871 | 0.0% | 0.08% | -1.2% |
| Q4 2015 | $332,000 | +7.4% | 2,871 | 0.0% | 0.08% | +6.3% |
| Q3 2015 | $309,000 | -5.5% | 2,871 | 0.0% | 0.08% | 0.0% |
| Q2 2015 | $327,000 | 0.0% | 2,871 | 0.0% | 0.08% | 0.0% |
| Q1 2015 | $327,000 | +2.2% | 2,871 | 0.0% | 0.08% | -2.5% |
| Q4 2014 | $320,000 | +4.2% | 2,871 | 0.0% | 0.08% | -1.2% |
| Q3 2014 | $307,000 | +1.7% | 2,871 | 0.0% | 0.08% | +3.8% |
| Q2 2014 | $302,000 | +5.2% | 2,871 | 0.0% | 0.08% | -8.1% |
| Q1 2014 | $287,000 | +0.7% | 2,871 | -0.5% | 0.09% | +8.9% |
| Q4 2013 | $285,000 | +4.4% | 2,885 | -5.4% | 0.08% | -4.8% |
| Q3 2013 | $273,000 | – | 3,050 | – | 0.08% | – |
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% |