ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,250 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $815,370 | -5.8% | 8,811 | -14.0% | 0.12% | -6.3% |
Q1 2024 | $865,594 | +15.8% | 10,251 | +3.0% | 0.13% | +8.5% |
Q4 2023 | $747,696 | +9.8% | 9,956 | 0.0% | 0.12% | -1.7% |
Q3 2023 | $681,190 | -6.3% | 9,956 | -3.5% | 0.12% | -7.0% |
Q2 2023 | $727,213 | +10.3% | 10,318 | 0.0% | 0.13% | +5.8% |
Q1 2023 | $659,217 | +9.2% | 10,318 | 0.0% | 0.12% | -2.4% |
Q4 2022 | $603,603 | +1.1% | 10,318 | 0.0% | 0.12% | -13.9% |
Q3 2022 | $597,000 | -8.6% | 10,318 | -4.6% | 0.14% | +2.9% |
Q2 2022 | $653,000 | -20.9% | 10,812 | 0.0% | 0.14% | -11.4% |
Q1 2022 | $826,000 | -8.7% | 10,812 | 0.0% | 0.16% | -6.5% |
Q4 2021 | $905,000 | +13.3% | 10,812 | 0.0% | 0.17% | +5.0% |
Q3 2021 | $799,000 | +1.7% | 10,812 | 0.0% | 0.16% | -3.0% |
Q2 2021 | $786,000 | +11.6% | 10,812 | 0.0% | 0.17% | +5.1% |
Q1 2021 | $704,000 | +2.0% | 10,812 | 0.0% | 0.16% | 0.0% |
Q4 2020 | $690,000 | +10.4% | 10,812 | +300.0% | 0.16% | -3.1% |
Q3 2020 | $625,000 | +8.5% | 2,703 | -2.6% | 0.16% | +2.5% |
Q2 2020 | $576,000 | +25.8% | 2,774 | 0.0% | 0.16% | +5.3% |
Q1 2020 | $458,000 | -29.4% | 2,774 | -17.3% | 0.15% | -17.5% |
Q4 2019 | $649,000 | +7.5% | 3,353 | 0.0% | 0.18% | -0.5% |
Q3 2019 | $604,000 | +0.5% | 3,353 | 0.0% | 0.18% | -2.1% |
Q2 2019 | $601,000 | +4.0% | 3,353 | 0.0% | 0.19% | +2.2% |
Q1 2019 | $578,000 | +38.3% | 3,353 | +20.9% | 0.18% | +21.1% |
Q4 2018 | $418,000 | -14.9% | 2,774 | 0.0% | 0.15% | -16.5% |
Q3 2018 | $491,000 | +8.9% | 2,774 | 0.0% | 0.18% | +2.2% |
Q2 2018 | $451,000 | +38.8% | 2,774 | -41.4% | 0.18% | -37.1% |
Q1 2011 | $325,000 | – | 4,735 | – | 0.28% | – |
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% |