ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,284 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $425,684 | +9.6% | 4,600 | 0.0% | 0.06% | -5.1% |
| Q1 2024 | $388,424 | +12.4% | 4,600 | 0.0% | 0.06% | +1.7% |
| Q4 2023 | $345,460 | +9.8% | 4,600 | 0.0% | 0.06% | -4.9% |
| Q3 2023 | $314,732 | -2.9% | 4,600 | 0.0% | 0.06% | -11.6% |
| Q2 2023 | $324,208 | +6.9% | 4,600 | -3.1% | 0.07% | -4.2% |
| Q1 2023 | $303,350 | +5.8% | 4,748 | -3.1% | 0.07% | -7.7% |
| Q4 2022 | $286,650 | +1.3% | 4,900 | 0.0% | 0.08% | -24.3% |
| Q3 2022 | $283,000 | -9.6% | 4,900 | -5.4% | 0.10% | -2.8% |
| Q2 2022 | $313,000 | -21.0% | 5,180 | 0.0% | 0.11% | -13.1% |
| Q1 2022 | $396,000 | -8.5% | 5,180 | 0.0% | 0.12% | -5.4% |
| Q4 2021 | $433,000 | +13.1% | 5,180 | 0.0% | 0.13% | -2.3% |
| Q3 2021 | $383,000 | +1.1% | 5,180 | -0.5% | 0.13% | -2.9% |
| Q2 2021 | $379,000 | – | 5,208 | – | 0.14% | – |
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% |