ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 939 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,066,904 | +20.0% | 54,754 | +9.5% | 1.85% | +15.3% |
| Q1 2024 | $4,220,816 | +856.8% | 49,986 | +751.0% | 1.61% | +777.6% |
| Q4 2023 | $441,137 | -89.8% | 5,874 | -90.7% | 0.18% | -90.6% |
| Q3 2023 | $4,321,999 | -23.1% | 63,169 | -20.8% | 1.95% | -15.9% |
| Q2 2023 | $5,619,265 | +3.3% | 79,728 | -6.3% | 2.32% | +0.2% |
| Q1 2023 | $5,437,358 | +3008.6% | 85,105 | +2746.3% | 2.32% | +2536.4% |
| Q4 2022 | $174,915 | -97.4% | 2,990 | -96.7% | 0.09% | -96.7% |
| Q1 2022 | $6,821,000 | +215.2% | 89,303 | +245.3% | 2.68% | +151.7% |
| Q4 2021 | $2,164,000 | +424.0% | 25,865 | +363.0% | 1.06% | +521.6% |
| Q3 2021 | $413,000 | +73.5% | 5,586 | +71.1% | 0.17% | +85.9% |
| Q2 2021 | $238,000 | +17.2% | 3,264 | +4.6% | 0.09% | +2.2% |
| Q1 2021 | $203,000 | -95.1% | 3,120 | -95.2% | 0.09% | -95.3% |
| Q4 2020 | $4,141,000 | +97.1% | 64,889 | +613.9% | 1.90% | +55.7% |
| Q3 2020 | $2,101,000 | +11.5% | 9,090 | +0.0% | 1.22% | -3.9% |
| Q2 2020 | $1,885,000 | +42.8% | 9,086 | +13.6% | 1.27% | +27.6% |
| Q1 2020 | $1,320,000 | -42.0% | 7,999 | -32.0% | 1.00% | -19.1% |
| Q4 2019 | $2,277,000 | – | 11,757 | – | 1.23% | – |
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% |