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 | $2,476,833 | +7.0% | 26,765 | -2.4% | 0.97% | -13.3% |
| Q1 2024 | $2,315,683 | +14.5% | 27,424 | +1.9% | 1.12% | +10.2% |
| Q4 2023 | $2,021,992 | +9.8% | 26,924 | 0.0% | 1.01% | -3.2% |
| Q3 2023 | $1,842,140 | -11.7% | 26,924 | -9.0% | 1.05% | +0.7% |
| Q2 2023 | $2,085,080 | +10.3% | 29,584 | 0.0% | 1.04% | +16.3% |
| Q1 2023 | $1,890,122 | +109092.5% | 29,584 | 0.0% | 0.89% | -8.5% |
| Q4 2022 | $1,731 | -99.9% | 29,584 | 0.0% | 0.98% | -9.2% |
| Q3 2022 | $1,711,000 | +196.0% | 29,584 | +208.7% | 1.08% | +175.9% |
| Q2 2022 | $578,000 | -42.6% | 9,584 | -27.3% | 0.39% | -58.3% |
| Q1 2022 | $1,007,000 | -8.7% | 13,184 | 0.0% | 0.94% | +30.4% |
| Q4 2021 | $1,103,000 | +13.2% | 13,184 | 0.0% | 0.72% | -0.6% |
| Q3 2021 | $974,000 | +1.6% | 13,184 | 0.0% | 0.72% | +14.8% |
| Q2 2021 | $959,000 | +11.8% | 13,184 | 0.0% | 0.63% | -6.3% |
| Q1 2021 | $858,000 | +27.7% | 13,184 | +25.3% | 0.67% | +19.8% |
| Q4 2020 | $672,000 | +10.5% | 10,524 | +300.0% | 0.56% | -4.9% |
| Q3 2020 | $608,000 | +69.4% | 2,631 | +52.0% | 0.59% | +36.7% |
| Q2 2020 | $359,000 | +25.5% | 1,731 | 0.0% | 0.43% | +5.9% |
| Q1 2020 | $286,000 | -14.6% | 1,731 | 0.0% | 0.41% | +15.6% |
| Q4 2019 | $335,000 | +7.4% | 1,731 | 0.0% | 0.35% | -2.5% |
| Q3 2019 | $312,000 | +0.6% | 1,731 | 0.0% | 0.36% | +1.4% |
| Q2 2019 | $310,000 | +4.0% | 1,731 | 0.0% | 0.36% | +4.4% |
| Q1 2019 | $298,000 | +14.2% | 1,731 | 0.0% | 0.34% | +42.1% |
| Q4 2018 | $261,000 | -7.1% | 1,731 | 0.0% | 0.24% | -30.6% |
| Q2 2018 | $281,000 | +4.9% | 1,731 | 0.0% | 0.35% | +19.3% |
| Q1 2018 | $268,000 | +1.5% | 1,731 | 0.0% | 0.29% | +1.8% |
| Q4 2017 | $264,000 | +6.5% | 1,731 | 0.0% | 0.28% | +9.2% |
| Q3 2017 | $248,000 | +4.6% | 1,731 | 0.0% | 0.26% | -50.3% |
| Q2 2017 | $237,000 | +3.9% | 1,731 | 0.0% | 0.52% | +82.3% |
| Q1 2017 | $228,000 | +8.1% | 1,731 | 0.0% | 0.29% | -7.1% |
| Q4 2016 | $211,000 | 0.0% | 1,731 | 0.0% | 0.31% | -9.1% |
| Q3 2016 | $211,000 | +5.0% | 1,731 | 0.0% | 0.34% | -35.7% |
| Q1 2016 | $201,000 | – | 1,731 | – | 0.53% | – |
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% |