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 | $5,089,541 | +156.0% | 54,998 | +133.6% | 0.13% | +180.0% |
| Q1 2024 | $1,987,906 | +123.7% | 23,542 | +98.9% | 0.04% | +114.3% |
| Q4 2023 | $888,759 | +12.3% | 11,834 | +2.3% | 0.02% | 0.0% |
| Q3 2023 | $791,687 | +123.2% | 11,571 | +129.9% | 0.02% | +133.3% |
| Q2 2023 | $354,655 | +10.4% | 5,032 | +0.0% | 0.01% | 0.0% |
| Q1 2023 | $321,367 | +187833.9% | 5,030 | +71.8% | 0.01% | +80.0% |
| Q4 2022 | $171 | -99.9% | 2,928 | +10.4% | 0.01% | 0.0% |
| Q3 2022 | $153,000 | -4.4% | 2,651 | +0.1% | 0.01% | 0.0% |
| Q2 2022 | $160,000 | -59.9% | 2,649 | -49.3% | 0.01% | -50.0% |
| Q1 2022 | $399,000 | -8.7% | 5,223 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $437,000 | +13.2% | 5,222 | +0.0% | 0.01% | 0.0% |
| Q3 2021 | $386,000 | -8.3% | 5,221 | -9.7% | 0.01% | -9.1% |
| Q2 2021 | $421,000 | +7.4% | 5,783 | -4.0% | 0.01% | 0.0% |
| Q1 2021 | $392,000 | -4.4% | 6,024 | -6.1% | 0.01% | -15.4% |
| Q4 2020 | $410,000 | +10.5% | 6,417 | +300.3% | 0.01% | -13.3% |
| Q3 2020 | $371,000 | +4.8% | 1,603 | -6.0% | 0.02% | 0.0% |
| Q2 2020 | $354,000 | +95.6% | 1,706 | +55.7% | 0.02% | +87.5% |
| Q1 2020 | $181,000 | -13.8% | 1,096 | +1.0% | 0.01% | 0.0% |
| Q4 2019 | $210,000 | +4.0% | 1,085 | -3.3% | 0.01% | -11.1% |
| Q3 2019 | $202,000 | +56.6% | 1,122 | +53.5% | 0.01% | +80.0% |
| Q3 2018 | $129,000 | -40.0% | 731 | -48.0% | 0.01% | -54.5% |
| Q4 2017 | $215,000 | +110.8% | 1,406 | +68.4% | 0.01% | +57.1% |
| Q4 2016 | $102,000 | – | 835 | – | 0.01% | – |
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% |