ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $460,862 | +7.5% | 4,980 | -1.9% | 0.21% | +7.1% |
| Q1 2024 | $428,869 | -6.7% | 5,079 | -17.0% | 0.20% | -16.6% |
| Q4 2023 | $459,764 | +10.3% | 6,122 | +0.5% | 0.24% | 0.0% |
| Q3 2023 | $416,863 | -2.9% | 6,093 | 0.0% | 0.24% | -2.1% |
| Q2 2023 | $429,414 | +10.0% | 6,093 | -0.3% | 0.24% | +7.6% |
| Q1 2023 | $390,524 | +9.4% | 6,112 | +0.2% | 0.22% | +6.2% |
| Q4 2022 | $356,872 | -2.2% | 6,100 | -3.2% | 0.21% | -11.8% |
| Q3 2022 | $365,000 | -6.9% | 6,301 | -3.0% | 0.24% | -1.7% |
| Q2 2022 | $392,000 | -21.0% | 6,499 | +0.1% | 0.24% | -6.9% |
| Q1 2022 | $496,000 | -24.5% | 6,494 | -17.2% | 0.26% | -22.2% |
| Q4 2021 | $657,000 | +4.1% | 7,847 | -8.1% | 0.33% | -10.7% |
| Q3 2021 | $631,000 | +1.4% | 8,542 | -0.2% | 0.37% | 0.0% |
| Q2 2021 | $622,000 | +2.0% | 8,558 | -8.6% | 0.37% | -5.8% |
| Q1 2021 | $610,000 | -10.0% | 9,364 | -11.8% | 0.40% | -18.6% |
| Q4 2020 | $678,000 | -14.6% | 10,620 | +209.1% | 0.49% | -29.4% |
| Q3 2020 | $794,000 | +9.5% | 3,436 | -1.7% | 0.69% | -0.7% |
| Q2 2020 | $725,000 | +24.8% | 3,494 | -0.7% | 0.70% | +0.3% |
| Q1 2020 | $581,000 | -21.4% | 3,518 | -7.9% | 0.69% | +4.0% |
| Q4 2019 | $739,000 | – | 3,818 | – | 0.67% | – |
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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% |