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 | $6,871,224 | +5.0% | 74,251 | -4.2% | 0.72% | +2.3% |
| Q1 2024 | $6,541,965 | +6.5% | 77,475 | -5.3% | 0.70% | -4.0% |
| Q4 2023 | $6,144,143 | +8.7% | 81,813 | -0.9% | 0.73% | -2.4% |
| Q3 2023 | $5,650,773 | -5.6% | 82,589 | -2.8% | 0.75% | -4.1% |
| Q2 2023 | $5,985,618 | +7.8% | 84,926 | -2.3% | 0.78% | +1.3% |
| Q1 2023 | $5,550,796 | +6.5% | 86,881 | -2.5% | 0.77% | -1.4% |
| Q4 2022 | $5,211,802 | +17.6% | 89,091 | +16.3% | 0.78% | +10.2% |
| Q3 2022 | $4,432,000 | +9.3% | 76,605 | +14.0% | 0.71% | +28.2% |
| Q2 2022 | $4,055,000 | -8.0% | 67,194 | +16.4% | 0.55% | +2.6% |
| Q1 2022 | $4,409,000 | -8.7% | 57,731 | -0.0% | 0.54% | -4.1% |
| Q4 2021 | $4,831,000 | +11.2% | 57,742 | -1.7% | 0.56% | +3.3% |
| Q3 2021 | $4,344,000 | -1.3% | 58,768 | -2.9% | 0.54% | -3.7% |
| Q2 2021 | $4,400,000 | +9.5% | 60,494 | -1.9% | 0.56% | +0.2% |
| Q1 2021 | $4,017,000 | -0.6% | 61,691 | -2.6% | 0.56% | -8.0% |
| Q4 2020 | $4,040,000 | – | 63,308 | – | 0.61% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,945 | $50,403,000 | 38.13% |
| HILLTOP WEALTH ADVISORS, LLC | 346,038 | $25,576,000 | 17.96% |
| Johnson Midwest Financial, LLC | 266,243 | $19,678,000 | 16.08% |
| Salomon & Ludwin, LLC | 1,331,191 | $98,388,000 | 15.30% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 362,807 | $26,815,000 | 13.50% |
| ShoreHaven Wealth Partners, LLC | 335,846 | $24,822,000 | 12.93% |
| Praetorian Wealth Management, Inc. | 495,530 | $36,625,000 | 12.41% |
| Powell Investment Advisors, LLC | 261,502 | $19,328,000 | 11.94% |
| MMA ASSET MANAGEMENT LLC | 199,004 | $14,708,000 | 11.23% |
| Carl P. Sherr & Co., LLC | 148,295 | $10,961,000 | 8.75% |