ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,763,023 | +20.6% | 29,858 | +10.0% | 0.31% | +14.0% |
Q1 2024 | $2,291,359 | +28.6% | 27,136 | +14.4% | 0.27% | +16.7% |
Q4 2023 | $1,781,086 | +8.4% | 23,716 | -1.2% | 0.23% | -2.5% |
Q3 2023 | $1,642,818 | +0.5% | 24,011 | +3.5% | 0.24% | +2.6% |
Q2 2023 | $1,634,838 | +2.2% | 23,196 | -7.3% | 0.23% | -4.1% |
Q1 2023 | $1,599,238 | +5.9% | 25,031 | -3.1% | 0.24% | -1.2% |
Q4 2022 | $1,510,627 | +16.9% | 25,823 | +15.6% | 0.25% | -0.4% |
Q3 2022 | $1,292,000 | +6.1% | 22,341 | +10.7% | 0.25% | +10.3% |
Q2 2022 | $1,218,000 | -21.8% | 20,176 | -1.1% | 0.22% | -13.8% |
Q1 2022 | $1,558,000 | +103.7% | 20,402 | +123.1% | 0.26% | +79.3% |
Q4 2021 | $765,000 | +29.2% | 9,143 | +14.2% | 0.14% | +16.0% |
Q3 2021 | $592,000 | +3.9% | 8,005 | +2.1% | 0.12% | +0.8% |
Q2 2021 | $570,000 | +11.8% | 7,842 | +0.1% | 0.12% | +0.8% |
Q1 2021 | $510,000 | -36.4% | 7,837 | -37.7% | 0.12% | +53.8% |
Q4 2020 | $802,000 | +10.5% | 12,572 | +300.1% | 0.08% | -5.9% |
Q3 2020 | $726,000 | +11.3% | 3,142 | +0.0% | 0.08% | +18.1% |
Q2 2020 | $652,000 | -32.9% | 3,141 | -46.6% | 0.07% | -45.9% |
Q1 2020 | $972,000 | +137.1% | 5,887 | +177.8% | 0.13% | +125.4% |
Q4 2019 | $410,000 | +48.0% | 2,119 | +37.9% | 0.06% | +13.5% |
Q3 2019 | $277,000 | -21.5% | 1,537 | -22.1% | 0.05% | -23.5% |
Q2 2019 | $353,000 | +4.1% | 1,972 | +0.2% | 0.07% | -1.4% |
Q1 2019 | $339,000 | +66.2% | 1,968 | +45.0% | 0.07% | +27.8% |
Q4 2018 | $204,000 | – | 1,357 | – | 0.05% | – |
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% |