ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,128 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $58,485 | +9.6% | 632 | 0.0% | 0.02% | 0.0% |
| Q1 2024 | $53,366 | +12.4% | 632 | 0.0% | 0.02% | -5.9% |
| Q4 2023 | $47,463 | +9.8% | 632 | 0.0% | 0.02% | -5.6% |
| Q3 2023 | $43,241 | -2.9% | 632 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $44,543 | +10.3% | 632 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $40,378 | +109029.7% | 632 | 0.0% | 0.02% | +5.9% |
| Q4 2022 | $37 | -99.9% | 632 | 0.0% | 0.02% | -5.6% |
| Q3 2022 | $37,000 | -2.6% | 632 | 0.0% | 0.02% | +5.9% |
| Q2 2022 | $38,000 | -20.8% | 632 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $48,000 | -21.3% | 632 | -13.7% | 0.02% | -24.0% |
| Q4 2021 | $61,000 | +7.0% | 732 | -5.2% | 0.02% | 0.0% |
| Q3 2021 | $57,000 | +1.8% | 772 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $56,000 | +16.7% | 772 | +5.5% | 0.02% | +8.7% |
| Q1 2021 | $48,000 | +2.1% | 732 | 0.0% | 0.02% | -4.2% |
| Q4 2020 | $47,000 | +11.9% | 732 | +300.0% | 0.02% | 0.0% |
| Q3 2020 | $42,000 | – | 183 | – | 0.02% | – |
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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% |