ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,201 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.22 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $621,314 | +140.1% | 6,714 | +119.1% | 0.14% | +133.9% |
| Q1 2024 | $258,724 | +12.4% | 3,064 | 0.0% | 0.06% | +3.3% |
| Q4 2023 | $230,106 | +9.8% | 3,064 | 0.0% | 0.06% | -1.6% |
| Q3 2023 | $209,639 | -1.4% | 3,064 | +1.6% | 0.06% | +1.7% |
| Q2 2023 | $212,568 | -8.4% | 3,016 | -0.5% | 0.06% | -6.2% |
| Q1 2022 | $232,000 | -8.7% | 3,032 | 0.0% | 0.06% | -1.5% |
| Q4 2021 | $254,000 | +12.9% | 3,032 | -0.3% | 0.06% | +6.6% |
| Q3 2021 | $225,000 | +3.7% | 3,042 | +1.8% | 0.06% | +5.2% |
| Q2 2021 | $217,000 | +6.4% | 2,988 | +2.4% | 0.06% | +1.8% |
| Q1 2021 | $204,000 | – | 2,918 | – | 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% |