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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,199,808 | +11.8% | 14,209 | -0.5% | 0.03% | 0.0% |
| Q4 2023 | $1,072,728 | -1.8% | 14,284 | -10.5% | 0.03% | -12.1% |
| Q3 2023 | $1,092,052 | -2.9% | 15,961 | 0.0% | 0.03% | -5.7% |
| Q2 2023 | $1,124,931 | +9.6% | 15,961 | -0.7% | 0.04% | 0.0% |
| Q1 2023 | $1,026,585 | +17.1% | 16,068 | +7.2% | 0.04% | +9.4% |
| Q4 2022 | $876,798 | +5.5% | 14,988 | +4.3% | 0.03% | -5.9% |
| Q3 2022 | $831,000 | -4.2% | 14,364 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $867,000 | +42.1% | 14,364 | +79.7% | 0.04% | +34.6% |
| Q1 2022 | $610,000 | -8.8% | 7,992 | 0.0% | 0.03% | -10.3% |
| Q4 2021 | $669,000 | +13.2% | 7,992 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $591,000 | +1.7% | 7,992 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $581,000 | +6.2% | 7,992 | -4.9% | 0.03% | -3.2% |
| Q1 2021 | $547,000 | +1.9% | 8,408 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $537,000 | – | 8,408 | – | 0.03% | – |
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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% |