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 | $1,666,735 | +23.2% | 18,011 | 0.0% | 0.45% | +14.2% |
| Q1 2024 | $1,352,624 | 0.0% | 18,011 | 0.0% | 0.39% | 0.0% |
| Q4 2023 | $1,352,624 | +9.8% | 18,011 | 0.0% | 0.39% | -5.5% |
| Q3 2023 | $1,232,311 | -2.9% | 18,011 | 0.0% | 0.42% | -1.9% |
| Q2 2023 | $1,269,233 | +10.3% | 18,011 | 0.0% | 0.42% | +5.5% |
| Q1 2023 | $1,150,541 | -7.7% | 18,011 | -15.5% | 0.40% | -8.4% |
| Q4 2022 | $1,246,986 | +1.1% | 21,316 | 0.0% | 0.44% | -10.4% |
| Q3 2022 | $1,233,000 | -4.2% | 21,316 | 0.0% | 0.49% | -0.4% |
| Q2 2022 | $1,287,000 | -20.9% | 21,316 | 0.0% | 0.49% | -8.6% |
| Q1 2022 | $1,628,000 | -8.7% | 21,316 | 0.0% | 0.54% | -11.1% |
| Q4 2021 | $1,784,000 | +6.5% | 21,316 | 0.0% | 0.60% | -0.7% |
| Q3 2021 | $1,675,000 | +14.0% | 21,316 | 0.0% | 0.61% | +7.2% |
| Q2 2021 | $1,469,000 | +8.6% | 21,316 | 0.0% | 0.57% | -4.2% |
| Q1 2021 | $1,353,000 | -0.5% | 21,316 | 0.0% | 0.59% | -2.3% |
| Q4 2020 | $1,360,000 | +10.5% | 21,316 | +300.0% | 0.61% | +0.7% |
| Q3 2020 | $1,231,000 | +11.3% | 5,329 | 0.0% | 0.60% | -8.2% |
| Q2 2020 | $1,106,000 | +25.7% | 5,329 | 0.0% | 0.66% | +4.8% |
| Q1 2020 | $880,000 | +54.7% | 5,329 | +81.4% | 0.63% | +116.2% |
| Q4 2019 | $569,000 | +7.6% | 2,938 | 0.0% | 0.29% | +3.6% |
| Q3 2019 | $529,000 | +0.4% | 2,938 | 0.0% | 0.28% | +51.4% |
| Q2 2019 | $527,000 | -20.3% | 2,938 | -23.4% | 0.18% | -50.8% |
| Q1 2019 | $661,000 | +1552.5% | 3,834 | +1330.6% | 0.38% | +1404.0% |
| Q4 2018 | $40,000 | – | 268 | – | 0.02% | – |
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% |