ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 939 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $897,268 | +8.3% | 9,696 | -1.2% | 0.02% | +22.2% |
| Q1 2024 | $828,863 | +9.4% | 9,816 | -2.7% | 0.02% | 0.0% |
| Q4 2023 | $757,459 | +11.0% | 10,086 | +1.1% | 0.02% | +20.0% |
| Q3 2023 | $682,284 | -45.6% | 9,972 | -44.0% | 0.02% | -34.8% |
| Q2 2023 | $1,254,161 | -29.0% | 17,795 | -35.7% | 0.02% | -8.0% |
| Q1 2023 | $1,767,583 | -18.9% | 27,666 | -25.7% | 0.02% | -13.8% |
| Q4 2022 | $2,179,610 | -2.0% | 37,258 | -3.1% | 0.03% | -9.4% |
| Q3 2022 | $2,225,000 | +34.0% | 38,454 | +39.7% | 0.03% | +23.1% |
| Q2 2022 | $1,661,000 | -22.1% | 27,526 | -1.4% | 0.03% | -10.3% |
| Q1 2022 | $2,133,000 | -8.7% | 27,926 | +0.0% | 0.03% | -23.7% |
| Q4 2021 | $2,336,000 | +11.7% | 27,925 | -1.3% | 0.04% | +40.7% |
| Q3 2021 | $2,092,000 | -19.3% | 28,303 | -20.6% | 0.03% | -18.2% |
| Q2 2021 | $2,591,000 | +11.4% | 35,628 | -0.3% | 0.03% | +3.1% |
| Q1 2021 | $2,326,000 | -1.0% | 35,727 | -3.0% | 0.03% | -5.9% |
| Q4 2020 | $2,350,000 | +8.0% | 36,840 | +291.3% | 0.03% | -5.6% |
| Q3 2020 | $2,176,000 | +10.6% | 9,415 | -0.8% | 0.04% | -2.7% |
| Q2 2020 | $1,968,000 | +5863.6% | 9,488 | +4644.0% | 0.04% | +3600.0% |
| Q1 2020 | $33,000 | -98.3% | 200 | -98.0% | 0.00% | -97.1% |
| Q4 2019 | $1,890,000 | -22.4% | 9,758 | -27.9% | 0.03% | -30.6% |
| Q3 2019 | $2,437,000 | -0.0% | 13,538 | -0.5% | 0.05% | -40.2% |
| Q2 2019 | $2,438,000 | – | 13,603 | – | 0.08% | – |
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% |