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 | $1,532,092 | +9.6% | 16,556 | 0.0% | 0.35% | +9.9% |
Q1 2024 | $1,397,989 | +12.4% | 16,556 | 0.0% | 0.32% | -8.3% |
Q4 2023 | $1,243,356 | +9.8% | 16,556 | 0.0% | 0.35% | -8.8% |
Q3 2023 | $1,132,762 | -2.9% | 16,556 | 0.0% | 0.38% | +1.3% |
Q2 2023 | $1,166,867 | +10.3% | 16,556 | 0.0% | 0.38% | +22.6% |
Q1 2023 | $1,057,763 | +9.2% | 16,556 | 0.0% | 0.31% | -22.1% |
Q4 2022 | $968,526 | +1.1% | 16,556 | 0.0% | 0.40% | +0.3% |
Q3 2022 | $958,000 | -4.1% | 16,556 | 0.0% | 0.40% | +9.1% |
Q2 2022 | $999,000 | -21.0% | 16,556 | 0.0% | 0.36% | -4.5% |
Q1 2022 | $1,264,000 | -8.7% | 16,556 | 0.0% | 0.38% | +19.1% |
Q4 2021 | $1,385,000 | +13.2% | 16,556 | 0.0% | 0.32% | -13.3% |
Q3 2021 | $1,224,000 | +1.7% | 16,556 | 0.0% | 0.37% | -3.7% |
Q2 2021 | $1,204,000 | +11.7% | 16,556 | 0.0% | 0.38% | +8.2% |
Q1 2021 | $1,078,000 | +2.0% | 16,556 | 0.0% | 0.35% | -4.1% |
Q4 2020 | $1,057,000 | +10.6% | 16,556 | +300.0% | 0.37% | -18.7% |
Q3 2020 | $956,000 | +11.3% | 4,139 | 0.0% | 0.45% | -8.1% |
Q2 2020 | $859,000 | +25.8% | 4,139 | 0.0% | 0.49% | -13.0% |
Q1 2020 | $683,000 | -14.7% | 4,139 | 0.0% | 0.57% | +14.5% |
Q4 2019 | $801,000 | +7.5% | 4,139 | 0.0% | 0.50% | -18.2% |
Q3 2019 | $745,000 | +0.4% | 4,139 | 0.0% | 0.61% | +2.4% |
Q2 2019 | $742,000 | – | 4,139 | – | 0.59% | – |
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% |