ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,561 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $53,869,570 | +27.7% | 634,587 | +27.0% | 0.30% | +6.4% |
| Q1 2024 | $42,178,028 | +30.7% | 499,503 | +16.3% | 0.28% | +8.4% |
| Q4 2023 | $32,259,106 | +15.6% | 429,549 | +5.3% | 0.26% | -4.7% |
| Q3 2023 | $27,910,092 | +18.0% | 407,923 | +21.6% | 0.27% | +15.6% |
| Q2 2023 | $23,649,141 | +4.8% | 335,544 | -5.0% | 0.24% | -3.3% |
| Q1 2023 | $22,569,620 | -14.3% | 353,258 | -21.5% | 0.24% | +4.7% |
| Q4 2022 | $26,322,777 | -99.9% | 449,962 | -26.5% | 0.23% | +23.8% |
| Q3 2022 | $17,715,698,000 | +106556.8% | 611,872 | +122.3% | 0.19% | +10.5% |
| Q2 2022 | $16,610,000 | -32.7% | 275,232 | -14.8% | 0.17% | -33.5% |
| Q1 2022 | $24,673,000 | -5.3% | 323,028 | +3.7% | 0.26% | -2.7% |
| Q4 2021 | $26,059,000 | +3.4% | 311,449 | -8.6% | 0.26% | +4.8% |
| Q3 2021 | $25,199,000 | +12.8% | 340,940 | +11.0% | 0.25% | -0.8% |
| Q2 2021 | $22,342,000 | +0.6% | 307,195 | -9.9% | 0.25% | -9.9% |
| Q1 2021 | $22,211,000 | -25.8% | 341,136 | -27.6% | 0.28% | -18.7% |
| Q4 2020 | $29,951,000 | -99.9% | 471,079 | +387.1% | 0.35% | -16.6% |
| Q3 2020 | $22,292,000,000 | – | 96,720 | – | 0.42% | – |
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% |