ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 982 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,763,600 | +9.5% | 29,864 | -0.1% | 0.66% | +8.1% |
| Q1 2024 | $2,523,054 | +10.2% | 29,880 | -1.9% | 0.61% | +4.4% |
| Q4 2023 | $2,288,616 | +14.3% | 30,474 | +4.2% | 0.59% | +0.2% |
| Q3 2023 | $2,001,547 | -4.3% | 29,254 | -1.4% | 0.59% | -3.8% |
| Q2 2023 | $2,092,187 | +7.7% | 29,684 | -2.3% | 0.61% | -5.1% |
| Q1 2023 | $1,941,862 | +4.5% | 30,394 | -4.4% | 0.64% | -14.5% |
| Q4 2022 | $1,859,120 | +0.1% | 31,780 | -1.0% | 0.75% | +0.7% |
| Q3 2022 | $1,858,000 | -4.2% | 32,114 | -0.1% | 0.75% | -1.6% |
| Q2 2022 | $1,939,000 | -39.7% | 32,136 | -23.7% | 0.76% | -28.0% |
| Q1 2022 | $3,218,000 | -81.1% | 42,136 | -79.3% | 1.05% | -78.9% |
| Q4 2021 | $17,017,000 | +212.4% | 203,383 | +176.0% | 5.00% | +173.0% |
| Q3 2021 | $5,447,000 | +2.5% | 73,693 | +2.8% | 1.83% | +8.1% |
| Q2 2021 | $5,314,000 | +11.4% | 71,697 | -2.2% | 1.69% | +0.8% |
| Q1 2021 | $4,771,000 | -49.7% | 73,273 | -50.7% | 1.68% | -53.1% |
| Q4 2020 | $9,478,000 | +19.4% | 148,510 | +332.4% | 3.58% | +5.5% |
| Q3 2020 | $7,936,000 | +47.0% | 34,344 | +32.0% | 3.40% | +29.6% |
| Q2 2020 | $5,397,000 | +97.6% | 26,013 | +57.2% | 2.62% | +33.2% |
| Q1 2020 | $2,731,000 | -21.6% | 16,546 | -8.0% | 1.97% | -5.8% |
| Q4 2019 | $3,482,000 | – | 17,984 | – | 2.09% | – |
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% |