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 | $2,837,091 | +79.6% | 30,658 | +63.9% | 0.00% | +33.3% |
| Q1 2024 | $1,579,873 | +95.6% | 18,710 | +74.0% | 0.00% | +50.0% |
| Q4 2023 | $807,550 | +222.2% | 10,753 | +193.6% | 0.00% | +100.0% |
| Q3 2023 | $250,622 | +260.3% | 3,663 | +302.1% | 0.00% | – |
| Q2 2023 | $69,564 | -88.9% | 911 | -90.7% | 0.00% | -100.0% |
| Q1 2023 | $627,591 | +265.4% | 9,823 | +234.6% | 0.00% | +200.0% |
| Q4 2022 | $171,756 | -94.1% | 2,936 | -94.1% | 0.00% | -94.1% |
| Q3 2022 | $2,900,000 | +1242.6% | 50,135 | +1299.2% | 0.02% | +750.0% |
| Q2 2022 | $216,000 | -46.0% | 3,583 | -31.5% | 0.00% | -33.3% |
| Q1 2022 | $400,000 | -68.8% | 5,232 | -65.8% | 0.00% | -70.0% |
| Q4 2021 | $1,280,000 | +220.8% | 15,304 | +183.8% | 0.01% | +100.0% |
| Q3 2021 | $399,000 | +221.8% | 5,393 | +178.3% | 0.01% | +150.0% |
| Q4 2020 | $124,000 | -73.3% | 1,938 | -3.5% | 0.00% | -71.4% |
| Q3 2020 | $464,000 | +368.7% | 2,008 | +234.7% | 0.01% | +75.0% |
| Q1 2020 | $99,000 | +153.8% | 600 | +200.0% | 0.00% | +300.0% |
| Q4 2019 | $39,000 | – | 200 | – | 0.00% | – |
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% |