ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,338 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $373,677 | +9.6% | 4,038 | 0.0% | 0.03% | +4.0% |
| Q1 2024 | $340,969 | +11.9% | 4,038 | -0.5% | 0.02% | -3.8% |
| Q4 2023 | $304,756 | +9.8% | 4,058 | 0.0% | 0.03% | -7.1% |
| Q3 2023 | $277,647 | -2.9% | 4,058 | 0.0% | 0.03% | -3.4% |
| Q2 2023 | $286,009 | +10.3% | 4,058 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $259,266 | +5.0% | 4,058 | -3.9% | 0.03% | -3.2% |
| Q4 2022 | $246,987 | +1.2% | 4,222 | 0.0% | 0.03% | -16.2% |
| Q3 2022 | $244,000 | -4.3% | 4,222 | 0.0% | 0.04% | -9.8% |
| Q2 2022 | $255,000 | -20.6% | 4,222 | +0.5% | 0.04% | -24.1% |
| Q1 2022 | $321,000 | -8.8% | 4,202 | 0.0% | 0.05% | -12.9% |
| Q4 2021 | $352,000 | +13.2% | 4,202 | 0.0% | 0.06% | -13.9% |
| Q3 2021 | $311,000 | +1.6% | 4,202 | 0.0% | 0.07% | -4.0% |
| Q2 2021 | $306,000 | +19.1% | 4,202 | +6.5% | 0.08% | +8.7% |
| Q1 2021 | $257,000 | +2.0% | 3,944 | 0.0% | 0.07% | -11.5% |
| Q4 2020 | $252,000 | +10.5% | 3,944 | +300.0% | 0.08% | -4.9% |
| Q3 2020 | $228,000 | +12.3% | 986 | -19.8% | 0.08% | -8.9% |
| Q1 2020 | $203,000 | -14.7% | 1,230 | 0.0% | 0.09% | -1.1% |
| Q4 2019 | $238,000 | -4.0% | 1,230 | -10.9% | 0.09% | -13.3% |
| Q3 2019 | $248,000 | -5.3% | 1,380 | -5.6% | 0.10% | -4.5% |
| Q2 2019 | $262,000 | -18.4% | 1,462 | -21.5% | 0.11% | -20.3% |
| Q1 2019 | $321,000 | +12.2% | 1,862 | -1.7% | 0.14% | 0.0% |
| Q4 2018 | $286,000 | +7.5% | 1,895 | +26.8% | 0.14% | +8.7% |
| Q3 2018 | $266,000 | +8.6% | 1,495 | 0.0% | 0.13% | +1.6% |
| Q2 2018 | $245,000 | +3.8% | 1,495 | -7.9% | 0.12% | +4.2% |
| Q3 2017 | $236,000 | +5.8% | 1,623 | 0.0% | 0.12% | +1.7% |
| Q2 2017 | $223,000 | – | 1,623 | – | 0.12% | – |
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% |