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 | $921,976 | +8.5% | 9,963 | -1.0% | 0.32% | +1.9% |
Q1 2024 | $849,551 | +118.8% | 10,061 | +94.6% | 0.32% | +77.0% |
Q4 2023 | $388,267 | -43.8% | 5,170 | -48.6% | 0.18% | -44.0% |
Q3 2023 | $690,615 | +97306.9% | 10,061 | 0.0% | 0.32% | +1.0% |
Q2 2023 | $709 | +10.6% | 10,061 | +0.3% | 0.32% | +2.6% |
Q1 2023 | $641 | +7.4% | 10,031 | -1.8% | 0.31% | -0.3% |
Q4 2022 | $597 | -99.9% | 10,211 | 0.0% | 0.31% | +0.7% |
Q3 2022 | $591,000 | -4.1% | 10,211 | +0.1% | 0.31% | +1.0% |
Q2 2022 | $616,000 | -21.0% | 10,205 | 0.0% | 0.30% | -3.5% |
Q1 2022 | $780,000 | -10.4% | 10,205 | -1.9% | 0.31% | -3.4% |
Q4 2021 | $871,000 | +12.0% | 10,405 | -1.2% | 0.32% | -0.9% |
Q3 2021 | $778,000 | -2.6% | 10,528 | 0.0% | 0.33% | 0.0% |
Q2 2021 | $799,000 | +13.3% | 10,528 | -2.8% | 0.33% | -4.1% |
Q1 2021 | $705,000 | -3.0% | 10,828 | -5.0% | 0.34% | -8.3% |
Q4 2020 | $727,000 | +3.6% | 11,396 | 0.0% | 0.37% | +0.5% |
Q3 2020 | $702,000 | +19.0% | 11,396 | +300.6% | 0.37% | +1.4% |
Q2 2020 | $590,000 | +17.8% | 2,845 | +7.2% | 0.37% | +8.0% |
Q1 2020 | $501,000 | +9.9% | 2,655 | +12.7% | 0.34% | +14.1% |
Q4 2019 | $456,000 | +7.8% | 2,355 | +0.3% | 0.30% | -1.3% |
Q3 2019 | $423,000 | +0.2% | 2,349 | -0.3% | 0.30% | -2.0% |
Q2 2019 | $422,000 | +3.9% | 2,355 | 0.0% | 0.31% | -2.8% |
Q1 2019 | $406,000 | -1.5% | 2,355 | -13.9% | 0.32% | -11.7% |
Q4 2018 | $412,000 | -5.3% | 2,734 | 0.0% | 0.36% | +17.4% |
Q3 2018 | $435,000 | -2.9% | 2,734 | +4.5% | 0.30% | +6.3% |
Q2 2018 | $448,000 | +12.3% | 2,617 | +1.6% | 0.29% | +2.5% |
Q1 2018 | $399,000 | +0.3% | 2,576 | -1.2% | 0.28% | -11.7% |
Q4 2017 | $398,000 | – | 2,607 | – | 0.32% | – |
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% |