ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,561 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $528,310 | +9.6% | 5,708 | 0.0% | 0.11% | +44.6% |
| Q1 2024 | $482,067 | +12.4% | 5,708 | 0.0% | 0.07% | -7.5% |
| Q4 2023 | $428,745 | +9.8% | 5,708 | 0.0% | 0.08% | -1.2% |
| Q3 2023 | $390,609 | -2.9% | 5,708 | 0.0% | 0.08% | +1.2% |
| Q2 2023 | $402,370 | +10.3% | 5,708 | 0.0% | 0.08% | +3.9% |
| Q1 2023 | $364,748 | +105624.1% | 5,708 | -3.4% | 0.08% | +2.7% |
| Q4 2022 | $345 | -99.9% | 5,908 | -0.8% | 0.08% | -7.4% |
| Q3 2022 | $344,000 | -3.4% | 5,958 | +0.8% | 0.08% | +3.8% |
| Q2 2022 | $356,000 | -45.1% | 5,908 | -30.4% | 0.08% | -37.1% |
| Q1 2022 | $648,000 | -16.5% | 8,493 | -8.5% | 0.12% | -15.1% |
| Q4 2021 | $776,000 | +13.1% | 9,283 | 0.0% | 0.15% | +1.4% |
| Q3 2021 | $686,000 | +1.6% | 9,283 | 0.0% | 0.14% | +2.9% |
| Q2 2021 | $675,000 | +13.1% | 9,283 | +1.1% | 0.14% | +6.1% |
| Q1 2021 | $597,000 | +1.9% | 9,183 | 0.0% | 0.13% | -7.0% |
| Q4 2020 | $586,000 | +12.5% | 9,183 | +307.0% | 0.14% | -0.7% |
| Q3 2020 | $521,000 | +8.1% | 2,256 | -3.0% | 0.14% | 0.0% |
| Q2 2020 | $482,000 | +25.8% | 2,325 | 0.0% | 0.14% | +9.2% |
| Q1 2020 | $383,000 | -13.9% | 2,325 | +1.1% | 0.13% | +6.5% |
| Q4 2019 | $445,000 | +7.5% | 2,300 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $414,000 | +27.0% | 2,300 | +26.4% | 0.12% | +23.0% |
| Q2 2019 | $326,000 | +4.2% | 1,819 | 0.0% | 0.10% | -42.9% |
| Q1 2019 | $313,000 | +14.2% | 1,819 | 0.0% | 0.18% | +0.6% |
| Q4 2018 | $274,000 | -14.9% | 1,819 | 0.0% | 0.17% | -1.7% |
| Q3 2018 | $322,000 | +9.2% | 1,819 | 0.0% | 0.18% | +1.7% |
| Q2 2018 | $295,000 | +4.6% | 1,819 | 0.0% | 0.17% | +3.0% |
| Q1 2018 | $282,000 | +1.8% | 1,819 | 0.0% | 0.17% | +0.6% |
| Q4 2017 | $277,000 | +6.5% | 1,819 | 0.0% | 0.17% | -3.4% |
| Q3 2017 | $260,000 | +4.8% | 1,819 | 0.0% | 0.17% | -1.1% |
| Q2 2017 | $248,000 | +3.8% | 1,819 | 0.0% | 0.18% | +0.6% |
| Q1 2017 | $239,000 | +8.1% | 1,819 | 0.0% | 0.18% | -0.6% |
| Q4 2016 | $221,000 | 0.0% | 1,819 | 0.0% | 0.18% | -4.3% |
| Q3 2016 | $221,000 | – | 1,819 | – | 0.18% | – |
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% |