ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 872 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $499,106 | -0.5% | 5,393 | -9.2% | 0.08% | -3.5% |
| Q1 2024 | $501,764 | +4.0% | 5,942 | -7.5% | 0.08% | -5.6% |
| Q4 2023 | $482,655 | -8.6% | 6,427 | -16.7% | 0.09% | -11.8% |
| Q3 2023 | $527,841 | +14.8% | 7,715 | +18.2% | 0.10% | +25.9% |
| Q2 2023 | $459,960 | +4.9% | 6,526 | -4.9% | 0.08% | -6.9% |
| Q1 2023 | $438,483 | +0.4% | 6,863 | -8.1% | 0.09% | -6.5% |
| Q4 2022 | $436,761 | -49.3% | 7,466 | -49.9% | 0.09% | -44.6% |
| Q3 2022 | $862,000 | +59.6% | 14,894 | +66.6% | 0.17% | +211.1% |
| Q2 2022 | $540,000 | -19.4% | 8,942 | +1.9% | 0.05% | -6.9% |
| Q1 2022 | $670,000 | -17.0% | 8,774 | -9.0% | 0.06% | -10.8% |
| Q4 2021 | $807,000 | +54.0% | 9,640 | +36.1% | 0.06% | +41.3% |
| Q3 2021 | $524,000 | -99.6% | 7,083 | +852.0% | 0.05% | +48.4% |
| Q2 2019 | $133,354,000 | +74818.0% | 744 | -35.4% | 0.03% | -54.4% |
| Q1 2018 | $178,000 | – | 1,151 | – | 0.07% | – |
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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% |