ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 990 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $328,786 | +2.6% | 3,553 | -6.3% | 0.03% | -3.1% |
| Q1 2024 | $320,317 | +14.4% | 3,793 | +1.7% | 0.03% | +6.7% |
| Q4 2023 | $280,111 | +9.9% | 3,730 | +0.1% | 0.03% | +3.4% |
| Q3 2023 | $254,949 | +12.5% | 3,726 | +15.9% | 0.03% | +16.0% |
| Q2 2023 | $226,540 | +7.5% | 3,214 | -2.5% | 0.02% | 0.0% |
| Q1 2023 | $210,736 | +9.3% | 3,298 | +0.0% | 0.02% | +4.2% |
| Q4 2022 | $192,891 | +1.0% | 3,297 | +0.0% | 0.02% | -7.7% |
| Q3 2022 | $191,000 | -72.9% | 3,296 | -64.3% | 0.03% | -68.7% |
| Q1 2022 | $705,000 | -11.1% | 9,231 | -2.6% | 0.08% | -6.7% |
| Q4 2021 | $793,000 | +1.9% | 9,478 | -9.9% | 0.09% | -7.3% |
| Q3 2021 | $778,000 | -3.4% | 10,521 | -5.0% | 0.10% | -2.0% |
| Q2 2021 | $805,000 | +9.7% | 11,073 | -1.8% | 0.10% | +2.1% |
| Q1 2021 | $734,000 | -6.3% | 11,271 | -8.1% | 0.10% | -11.9% |
| Q4 2020 | $783,000 | +12.0% | 12,270 | +305.6% | 0.11% | -0.9% |
| Q3 2020 | $699,000 | +147.0% | 3,025 | +121.8% | 0.11% | +129.2% |
| Q2 2020 | $283,000 | +35.4% | 1,364 | +7.9% | 0.05% | +9.1% |
| Q1 2020 | $209,000 | -19.6% | 1,264 | -5.9% | 0.04% | +2.3% |
| Q4 2019 | $260,000 | -9.1% | 1,343 | -15.6% | 0.04% | -15.7% |
| Q3 2019 | $286,000 | +0.4% | 1,592 | +0.1% | 0.05% | -1.9% |
| Q2 2019 | $285,000 | +7.1% | 1,591 | +3.1% | 0.05% | +4.0% |
| Q1 2019 | $266,000 | +10.8% | 1,543 | +14.0% | 0.05% | +11.1% |
| Q3 2018 | $240,000 | -6.6% | 1,353 | -14.5% | 0.04% | -11.8% |
| Q2 2018 | $257,000 | +19.5% | 1,582 | +13.9% | 0.05% | +15.9% |
| Q1 2018 | $215,000 | – | 1,389 | – | 0.04% | – |
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% |