ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,561 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $23,884,251 | +38.7% | 258,097 | +26.5% | 8.19% | +33.4% |
| Q1 2024 | $17,225,984 | +27.1% | 204,003 | +13.1% | 6.14% | +13.2% |
| Q4 2023 | $13,552,057 | +12.4% | 180,453 | +2.4% | 5.42% | -4.1% |
| Q3 2023 | $12,058,409 | +435.8% | 176,241 | +451.9% | 5.65% | +460.7% |
| Q2 2023 | $2,250,567 | – | 31,932 | – | 1.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,945 | $50,403,000 | 38.13% |
| HILLTOP WEALTH ADVISORS, LLC | 346,038 | $25,576,000 | 17.96% |
| Johnson Midwest Financial, LLC | 266,243 | $19,678,000 | 16.08% |
| Salomon & Ludwin, LLC | 1,331,191 | $98,388,000 | 15.30% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 362,807 | $26,815,000 | 13.50% |
| ShoreHaven Wealth Partners, LLC | 335,846 | $24,822,000 | 12.93% |
| Praetorian Wealth Management, Inc. | 495,530 | $36,625,000 | 12.41% |
| Powell Investment Advisors, LLC | 261,502 | $19,328,000 | 11.94% |
| MMA ASSET MANAGEMENT LLC | 199,004 | $14,708,000 | 11.23% |
| Carl P. Sherr & Co., LLC | 148,295 | $10,961,000 | 8.75% |