ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,339,584 | +9.1% | 36,088 | -0.5% | 0.31% | +9.8% |
| Q1 2024 | $3,062,048 | +14.1% | 36,263 | +1.5% | 0.29% | +6.7% |
| Q4 2023 | $2,684,299 | +11.0% | 35,743 | +1.1% | 0.27% | -1.1% |
| Q3 2023 | $2,418,168 | -2.7% | 35,343 | +0.2% | 0.27% | +2.3% |
| Q2 2023 | $2,485,689 | +10.3% | 35,268 | 0.0% | 0.26% | +0.4% |
| Q1 2023 | $2,253,273 | +9.2% | 35,268 | 0.0% | 0.26% | +3.9% |
| Q4 2022 | $2,063,178 | +1.2% | 35,268 | +0.1% | 0.25% | -26.2% |
| Q3 2022 | $2,038,000 | -3.6% | 35,226 | +0.6% | 0.34% | -1.7% |
| Q2 2022 | $2,114,000 | -18.3% | 35,021 | +3.4% | 0.35% | -12.3% |
| Q1 2022 | $2,588,000 | +71.7% | 33,884 | +88.1% | 0.40% | +74.2% |
| Q4 2021 | $1,507,000 | +939.3% | 18,012 | +817.1% | 0.23% | +502.6% |
| Q3 2021 | $145,000 | -46.9% | 1,964 | -47.8% | 0.04% | -37.7% |
| Q2 2021 | $273,000 | -26.8% | 3,760 | -34.3% | 0.06% | -27.4% |
| Q1 2021 | $373,000 | -39.4% | 5,724 | -40.7% | 0.08% | -44.4% |
| Q4 2020 | $616,000 | -18.1% | 9,652 | +196.4% | 0.15% | -27.1% |
| Q3 2020 | $752,000 | +11.2% | 3,256 | 0.0% | 0.21% | +3.0% |
| Q2 2020 | $676,000 | +50.9% | 3,256 | +20.0% | 0.20% | +18.9% |
| Q1 2020 | $448,000 | -14.8% | 2,714 | 0.0% | 0.17% | -7.7% |
| Q4 2019 | $526,000 | +7.6% | 2,714 | 0.0% | 0.18% | -1.1% |
| Q3 2019 | $489,000 | +0.6% | 2,714 | 0.0% | 0.18% | -1.1% |
| Q2 2019 | $486,000 | +4.1% | 2,714 | 0.0% | 0.19% | +0.5% |
| Q1 2019 | $467,000 | +14.5% | 2,714 | 0.0% | 0.19% | -7.5% |
| Q4 2018 | $408,000 | – | 2,714 | – | 0.20% | – |
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% |