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 | $671 | +14.3% | 7,251 | +4.3% | 0.04% | +15.4% |
| Q1 2024 | $587 | +12.5% | 6,951 | 0.0% | 0.04% | +5.4% |
| Q4 2023 | $522 | +6.1% | 6,951 | -3.3% | 0.04% | -2.6% |
| Q3 2023 | $492 | -3.3% | 7,190 | -0.4% | 0.04% | -11.6% |
| Q2 2023 | $509 | +9.9% | 7,222 | -0.4% | 0.04% | -2.3% |
| Q1 2023 | $463 | +6.2% | 7,252 | -2.8% | 0.04% | -12.0% |
| Q4 2022 | $436 | -99.9% | 7,461 | -8.1% | 0.05% | -13.8% |
| Q3 2022 | $469,000 | -4.3% | 8,115 | +0.0% | 0.06% | -1.7% |
| Q2 2022 | $490,000 | -21.0% | 8,113 | -0.1% | 0.06% | -10.6% |
| Q1 2022 | $620,000 | -8.7% | 8,118 | 0.0% | 0.07% | -10.8% |
| Q4 2021 | $679,000 | +13.2% | 8,118 | 0.0% | 0.07% | -16.9% |
| Q3 2021 | $600,000 | +3.4% | 8,118 | +1.9% | 0.09% | +2.3% |
| Q2 2021 | $580,000 | +11.8% | 7,968 | 0.0% | 0.09% | +4.8% |
| Q1 2021 | $519,000 | +7.2% | 7,968 | +5.2% | 0.08% | +13.7% |
| Q4 2020 | $484,000 | -7.1% | 7,576 | +236.0% | 0.07% | -6.4% |
| Q3 2020 | $521,000 | +9.2% | 2,255 | -2.0% | 0.08% | +8.3% |
| Q2 2020 | $477,000 | +12.0% | 2,301 | -10.8% | 0.07% | -21.7% |
| Q1 2020 | $426,000 | -32.2% | 2,579 | -20.5% | 0.09% | -24.6% |
| Q4 2019 | $628,000 | +11.3% | 3,245 | +3.6% | 0.12% | +2.5% |
| Q3 2019 | $564,000 | +0.4% | 3,133 | 0.0% | 0.12% | -3.3% |
| Q2 2019 | $562,000 | +38.8% | 3,133 | +33.3% | 0.12% | +12.8% |
| Q1 2019 | $405,000 | +14.4% | 2,350 | 0.0% | 0.11% | +5.8% |
| Q4 2018 | $354,000 | -11.7% | 2,350 | +3.9% | 0.10% | -3.7% |
| Q3 2018 | $401,000 | +9.0% | 2,261 | 0.0% | 0.11% | -1.8% |
| Q2 2018 | $368,000 | +2.5% | 2,261 | -2.4% | 0.11% | -0.9% |
| Q1 2018 | $359,000 | -1.1% | 2,317 | -2.5% | 0.11% | 0.0% |
| Q4 2017 | $363,000 | +7.1% | 2,377 | +0.5% | 0.11% | -3.5% |
| Q3 2017 | $339,000 | – | 2,364 | – | 0.11% | – |
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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% |