ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,111 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.38 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,690 | +10.0% | 440 | +0.5% | 0.02% | +4.5% |
| Q1 2024 | $36,981 | +12.5% | 438 | 0.0% | 0.02% | +4.8% |
| Q4 2023 | $32,879 | +10.0% | 438 | +0.2% | 0.02% | -4.5% |
| Q3 2023 | $29,889 | -2.9% | 437 | +0.2% | 0.02% | +4.8% |
| Q2 2023 | $30,789 | +10.4% | 436 | -0.2% | 0.02% | 0.0% |
| Q1 2023 | $27,888 | +9.2% | 437 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $25,535 | -11.9% | 437 | -12.4% | 0.02% | -22.2% |
| Q3 2022 | $29,000 | -3.3% | 499 | +0.2% | 0.03% | -10.0% |
| Q2 2022 | $30,000 | -21.1% | 498 | 0.0% | 0.03% | -3.2% |
| Q1 2022 | $38,000 | -9.5% | 498 | +0.2% | 0.03% | -3.1% |
| Q4 2021 | $42,000 | +13.5% | 497 | 0.0% | 0.03% | +10.3% |
| Q3 2021 | $37,000 | +2.8% | 497 | 0.0% | 0.03% | +3.6% |
| Q2 2021 | $36,000 | +12.5% | 497 | +0.2% | 0.03% | +3.7% |
| Q1 2021 | $32,000 | -98.4% | 496 | -98.4% | 0.03% | -98.5% |
| Q4 2020 | $1,999,000 | +7.7% | 31,329 | +290.0% | 1.85% | -6.7% |
| Q3 2020 | $1,856,000 | +6.1% | 8,033 | -4.7% | 1.98% | -1.2% |
| Q2 2020 | $1,750,000 | +17.7% | 8,432 | -6.4% | 2.01% | -2.3% |
| Q1 2020 | $1,487,000 | +552.2% | 9,007 | +664.0% | 2.06% | +778.2% |
| Q4 2019 | $228,000 | – | 1,179 | – | 0.23% | – |
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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% |