ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $308,904 | +9.2% | 3,338 | -0.4% | 0.04% | +9.4% |
| Q1 2024 | $282,874 | +12.3% | 3,350 | -0.1% | 0.03% | +3.2% |
| Q4 2023 | $251,960 | +9.4% | 3,355 | -0.4% | 0.03% | -6.1% |
| Q3 2023 | $230,370 | -52.4% | 3,367 | -50.9% | 0.03% | -49.2% |
| Q2 2023 | $483,634 | +10.3% | 6,862 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $438,413 | -1.1% | 6,862 | -9.5% | 0.06% | -25.6% |
| Q4 2022 | $443,371 | +10.6% | 7,579 | +9.3% | 0.08% | +15.5% |
| Q3 2022 | $401,000 | -14.9% | 6,932 | +12.3% | 0.07% | +26.8% |
| Q1 2022 | $471,000 | -51.8% | 6,173 | -47.1% | 0.06% | -46.7% |
| Q4 2021 | $977,000 | +205.3% | 11,675 | +169.9% | 0.10% | +200.0% |
| Q3 2021 | $320,000 | +31.1% | 4,326 | +29.1% | 0.04% | +34.6% |
| Q2 2021 | $244,000 | +17.9% | 3,351 | +213.8% | 0.03% | 0.0% |
| Q4 2019 | $207,000 | +0.5% | 1,068 | -8.1% | 0.03% | -3.7% |
| Q3 2018 | $206,000 | -49.0% | 1,162 | -53.3% | 0.03% | -60.3% |
| Q2 2018 | $404,000 | +3.9% | 2,486 | -0.9% | 0.07% | -8.1% |
| Q1 2018 | $389,000 | +44.1% | 2,508 | +41.8% | 0.07% | +80.5% |
| Q4 2017 | $270,000 | -36.6% | 1,769 | -40.4% | 0.04% | -42.3% |
| Q3 2017 | $426,000 | – | 2,968 | – | 0.07% | – |
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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% |