ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $378,951 | +17.4% | 4,095 | +7.2% | 0.01% | +28.6% |
| Q1 2024 | $322,658 | +1.1% | 3,821 | -10.1% | 0.01% | -12.5% |
| Q4 2023 | $319,025 | +11.3% | 4,248 | +1.4% | 0.01% | 0.0% |
| Q3 2023 | $286,748 | -5.5% | 4,191 | -2.6% | 0.01% | 0.0% |
| Q2 2023 | $303,346 | +14.5% | 4,304 | +3.8% | 0.01% | +14.3% |
| Q1 2023 | $265,016 | +110.9% | 4,148 | +93.1% | 0.01% | +75.0% |
| Q4 2022 | $125,658 | -13.3% | 2,148 | -14.4% | 0.00% | 0.0% |
| Q3 2022 | $145,000 | +11.5% | 2,508 | +16.8% | 0.00% | 0.0% |
| Q2 2022 | $130,000 | -5.1% | 2,148 | +20.1% | 0.00% | 0.0% |
| Q1 2022 | $137,000 | -8.7% | 1,789 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $150,000 | +18.1% | 1,789 | +4.3% | 0.00% | 0.0% |
| Q3 2021 | $127,000 | +1.6% | 1,716 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $125,000 | +11.6% | 1,716 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $112,000 | +300.0% | 1,716 | +1295.1% | 0.00% | +300.0% |
| Q4 2020 | $28,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | +7.7% | 123 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | +30.0% | 123 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $20,000 | -16.7% | 123 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $24,000 | -40.0% | 123 | -44.3% | 0.00% | -50.0% |
| Q3 2019 | $40,000 | +1233.3% | 221 | +1063.2% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2018 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | -84.2% | 19 | -83.3% | 0.00% | -100.0% |
| Q2 2018 | $19,000 | +533.3% | 114 | +500.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2017 | $3,000 | +50.0% | 19 | 0.0% | 0.00% | – |
| Q1 2017 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q4 2016 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q3 2016 | $2,000 | 0.0% | 19 | 0.0% | 0.00% | – |
| Q2 2016 | $2,000 | -97.5% | 19 | -97.3% | 0.00% | -100.0% |
| Q4 2015 | $81,000 | +1250.0% | 698 | +1146.4% | 0.01% | +1000.0% |
| Q3 2015 | $6,000 | -53.8% | 56 | -56.9% | 0.00% | -66.7% |
| Q1 2014 | $13,000 | -75.0% | 130 | -75.2% | 0.00% | -78.6% |
| Q4 2013 | $52,000 | +10.6% | 525 | 0.0% | 0.01% | -6.7% |
| Q3 2013 | $47,000 | -47.8% | 525 | -51.2% | 0.02% | -55.9% |
| Q2 2013 | $90,000 | – | 1,076 | – | 0.03% | – |
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% |