ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $478 | +7.2% | 5,161 | -2.4% | 0.06% | +6.8% |
| Q1 2024 | $446 | +9.3% | 5,286 | -2.8% | 0.06% | 0.0% |
| Q4 2023 | $408 | +9.4% | 5,436 | 0.0% | 0.06% | 0.0% |
| Q3 2023 | $373 | -2.6% | 5,436 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $383 | +10.4% | 5,436 | 0.0% | 0.06% | 0.0% |
| Q1 2023 | $347 | -99.9% | 5,436 | -4.4% | 0.06% | -1.7% |
| Q4 2022 | $332,631 | +1.1% | 5,686 | 0.0% | 0.06% | -3.2% |
| Q3 2022 | $329,000 | -5.7% | 5,686 | -1.7% | 0.06% | +6.9% |
| Q2 2022 | $349,000 | -21.0% | 5,786 | 0.0% | 0.06% | -6.5% |
| Q1 2022 | $442,000 | -8.7% | 5,786 | 0.0% | 0.06% | -4.6% |
| Q4 2021 | $484,000 | +13.1% | 5,786 | 0.0% | 0.06% | +1.6% |
| Q3 2021 | $428,000 | -18.9% | 5,786 | -20.3% | 0.06% | -19.0% |
| Q2 2021 | $528,000 | +6.5% | 7,256 | -4.7% | 0.08% | -3.7% |
| Q1 2021 | $496,000 | +2.1% | 7,616 | 0.0% | 0.08% | -5.7% |
| Q4 2020 | $486,000 | +31.4% | 7,616 | +376.0% | 0.09% | +10.1% |
| Q3 2020 | $370,000 | +11.4% | 1,600 | 0.0% | 0.08% | +3.9% |
| Q2 2020 | $332,000 | +25.8% | 1,600 | 0.0% | 0.08% | +8.6% |
| Q1 2020 | $264,000 | -14.8% | 1,600 | 0.0% | 0.07% | +6.1% |
| Q4 2019 | $310,000 | +7.6% | 1,600 | 0.0% | 0.07% | -1.5% |
| Q3 2019 | $288,000 | +17.1% | 1,600 | +16.4% | 0.07% | +11.7% |
| Q2 2019 | $246,000 | +3.8% | 1,375 | 0.0% | 0.06% | -11.8% |
| Q1 2019 | $237,000 | +4.9% | 1,375 | -8.3% | 0.07% | -8.1% |
| Q4 2018 | $226,000 | -15.0% | 1,500 | 0.0% | 0.07% | -5.1% |
| Q3 2018 | $266,000 | +8.6% | 1,500 | 0.0% | 0.08% | +1.3% |
| Q2 2018 | $245,000 | +5.2% | 1,500 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $233,000 | -4.5% | 1,500 | -6.2% | 0.08% | -8.4% |
| Q4 2017 | $244,000 | +6.6% | 1,600 | 0.0% | 0.08% | -2.4% |
| Q3 2017 | $229,000 | +2.2% | 1,600 | -2.4% | 0.08% | -4.5% |
| Q2 2017 | $224,000 | -0.9% | 1,640 | -4.4% | 0.09% | -3.3% |
| Q1 2017 | $226,000 | +8.1% | 1,715 | 0.0% | 0.09% | -6.1% |
| Q4 2016 | $209,000 | – | 1,715 | – | 0.10% | – |
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% |