ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,334,058 | +7.1% | 25,222 | -2.2% | 0.93% | +5.8% |
| Q1 2024 | $2,178,789 | +8.4% | 25,802 | -3.6% | 0.88% | -5.5% |
| Q4 2023 | $2,010,617 | +11.8% | 26,773 | +1.8% | 0.93% | -20.0% |
| Q3 2023 | $1,798,557 | +44.8% | 26,287 | +49.2% | 1.16% | +63.4% |
| Q2 2023 | $1,242,140 | +353.3% | 17,624 | +436.3% | 0.71% | +515.7% |
| Q4 2021 | $274,000 | -9.0% | 3,286 | +80.0% | 0.12% | -71.3% |
| Q1 2020 | $301,000 | -78.4% | 1,826 | -74.7% | 0.40% | -45.9% |
| Q4 2019 | $1,396,000 | -80.5% | 7,213 | -82.1% | 0.74% | -79.4% |
| Q3 2019 | $7,172,000 | -28.4% | 40,284 | -27.2% | 3.60% | -36.9% |
| Q2 2019 | $10,010,000 | +6.4% | 55,332 | +2.4% | 5.70% | +4.3% |
| Q1 2019 | $9,411,000 | – | 54,045 | – | 5.46% | – |
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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% |