ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,251 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.07 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,514,497 | +9.6% | 27,172 | 0.0% | 0.33% | +10.0% |
| Q1 2024 | $2,294,404 | +12.4% | 27,172 | 0.0% | 0.30% | +4.2% |
| Q4 2023 | $2,040,617 | +9.8% | 27,172 | 0.0% | 0.29% | +2.1% |
| Q3 2023 | $1,859,108 | +1.6% | 27,172 | +4.6% | 0.28% | +3.7% |
| Q2 2023 | $1,830,507 | +10.3% | 25,972 | 0.0% | 0.27% | +5.0% |
| Q1 2023 | $1,659,351 | +2.8% | 25,972 | -5.9% | 0.26% | +0.4% |
| Q4 2022 | $1,614,424 | +54.2% | 27,597 | +52.5% | 0.26% | +38.0% |
| Q3 2022 | $1,047,000 | -4.1% | 18,097 | 0.0% | 0.19% | -1.1% |
| Q2 2022 | $1,092,000 | -21.0% | 18,097 | 0.0% | 0.19% | -12.1% |
| Q1 2022 | $1,382,000 | -8.7% | 18,097 | 0.0% | 0.22% | -8.9% |
| Q4 2021 | $1,514,000 | +13.2% | 18,097 | 0.0% | 0.24% | +3.1% |
| Q3 2021 | $1,338,000 | +1.7% | 18,097 | 0.0% | 0.23% | +1.8% |
| Q2 2021 | $1,316,000 | +89.4% | 18,097 | +69.4% | 0.22% | +73.1% |
| Q1 2021 | $695,000 | +1.9% | 10,680 | 0.0% | 0.13% | -5.8% |
| Q4 2020 | $682,000 | +10.5% | 10,680 | +300.0% | 0.14% | -4.8% |
| Q3 2020 | $617,000 | +11.4% | 2,670 | 0.0% | 0.14% | -5.2% |
| Q2 2020 | $554,000 | +25.6% | 2,670 | 0.0% | 0.15% | +0.7% |
| Q1 2020 | $441,000 | -14.7% | 2,670 | 0.0% | 0.15% | -4.4% |
| Q4 2019 | $517,000 | +7.5% | 2,670 | 0.0% | 0.16% | -1.9% |
| Q3 2019 | $481,000 | +0.4% | 2,670 | 0.0% | 0.16% | -4.1% |
| Q2 2019 | $479,000 | -22.1% | 2,670 | -25.1% | 0.17% | -25.2% |
| Q1 2019 | $615,000 | – | 3,566 | – | 0.23% | – |
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% |