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 | $1,845,063 | -10.2% | 19,938 | -18.0% | 0.29% | -15.0% |
| Q1 2024 | $2,053,750 | +13.6% | 24,322 | +1.0% | 0.34% | +5.3% |
| Q4 2023 | $1,808,183 | +9.8% | 24,077 | 0.0% | 0.32% | -1.5% |
| Q3 2023 | $1,647,348 | -2.9% | 24,077 | 0.0% | 0.33% | +2.2% |
| Q2 2023 | $1,696,947 | +9.6% | 24,077 | -0.6% | 0.32% | -2.7% |
| Q1 2023 | $1,547,927 | +9.2% | 24,228 | 0.0% | 0.33% | +2.5% |
| Q4 2022 | $1,417,338 | +1.1% | 24,228 | 0.0% | 0.32% | -8.3% |
| Q3 2022 | $1,402,000 | -4.1% | 24,228 | 0.0% | 0.35% | -0.8% |
| Q2 2022 | $1,462,000 | -21.0% | 24,228 | 0.0% | 0.35% | -8.8% |
| Q1 2022 | $1,851,000 | -8.7% | 24,228 | 0.0% | 0.39% | -4.9% |
| Q4 2021 | $2,027,000 | +13.2% | 24,228 | 0.0% | 0.41% | +4.1% |
| Q3 2021 | $1,791,000 | +1.6% | 24,228 | 0.0% | 0.39% | -1.8% |
| Q2 2021 | $1,762,000 | +9.7% | 24,228 | -1.8% | 0.40% | -0.5% |
| Q1 2021 | $1,606,000 | – | 24,664 | – | 0.40% | – |
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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% |