ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,184 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.10 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $725,617 | +22.2% | 7,553 | +7.1% | 0.03% | +6.7% |
| Q1 2024 | $593,878 | +89.9% | 7,049 | +64.2% | 0.03% | +76.5% |
| Q4 2023 | $312,758 | +6.5% | 4,292 | 0.0% | 0.02% | -19.0% |
| Q3 2023 | $293,659 | -2.9% | 4,292 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $302,500 | +16.3% | 4,292 | -3.5% | 0.02% | -8.3% |
| Q4 2022 | $260,208 | +1.2% | 4,448 | 0.0% | 0.02% | -20.0% |
| Q3 2022 | $257,000 | -4.1% | 4,448 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $268,000 | -21.2% | 4,448 | 0.0% | 0.03% | -33.3% |
| Q1 2022 | $340,000 | -8.6% | 4,448 | 0.0% | 0.05% | +2.1% |
| Q4 2021 | $372,000 | -43.6% | 4,448 | -50.0% | 0.05% | -13.0% |
| Q3 2021 | $659,000 | +1.7% | 8,896 | 0.0% | 0.05% | -12.9% |
| Q2 2021 | $648,000 | +132.3% | 8,896 | +107.3% | 0.06% | -29.5% |
| Q1 2021 | $279,000 | +1.8% | 4,292 | 0.0% | 0.09% | -8.3% |
| Q4 2020 | $274,000 | +10.5% | 4,292 | +300.0% | 0.10% | -4.0% |
| Q3 2020 | $248,000 | +11.2% | 1,073 | 0.0% | 0.10% | -3.8% |
| Q2 2020 | $223,000 | – | 1,073 | – | 0.10% | – |
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% |