ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $257,169 | -14.4% | 2,779 | -21.9% | 0.06% | -5.0% |
| Q1 2024 | $300,270 | +18.5% | 3,556 | -4.0% | 0.06% | +22.4% |
| Q3 2023 | $253,396 | -0.6% | 3,704 | +2.4% | 0.05% | -2.0% |
| Q2 2023 | $254,894 | -18.0% | 3,617 | -11.2% | 0.05% | -24.2% |
| Q1 2022 | $311,000 | -12.9% | 4,071 | -4.7% | 0.07% | -10.8% |
| Q4 2021 | $357,000 | +6.2% | 4,271 | -6.0% | 0.07% | -5.1% |
| Q3 2021 | $336,000 | +1.8% | 4,543 | +0.0% | 0.08% | +2.6% |
| Q2 2021 | $330,000 | -5.7% | 4,542 | -15.5% | 0.08% | -16.5% |
| Q1 2021 | $350,000 | +7.4% | 5,378 | +5.3% | 0.09% | -9.0% |
| Q4 2020 | $326,000 | +38.1% | 5,107 | +400.7% | 0.10% | +22.0% |
| Q3 2020 | $236,000 | +11.3% | 1,020 | 0.0% | 0.08% | -2.4% |
| Q2 2020 | $212,000 | +6.0% | 1,020 | -1.4% | 0.08% | +40.0% |
| Q4 2019 | $200,000 | – | 1,035 | – | 0.06% | – |
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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% |