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 | $537,102 | +11.5% | 5,804 | +1.8% | 0.15% | +4.1% |
| Q1 2024 | $481,646 | +12.4% | 5,704 | 0.0% | 0.15% | -2.7% |
| Q4 2023 | $428,370 | +9.8% | 5,704 | 0.0% | 0.15% | -9.6% |
| Q3 2023 | $390,268 | -2.9% | 5,704 | 0.0% | 0.17% | -1.2% |
| Q2 2023 | $402,018 | +10.3% | 5,704 | 0.0% | 0.17% | +1.2% |
| Q1 2023 | $364,429 | +9.2% | 5,704 | 0.0% | 0.17% | +4.4% |
| Q4 2022 | $333,684 | +1.1% | 5,704 | 0.0% | 0.16% | -13.1% |
| Q3 2022 | $330,000 | -4.1% | 5,704 | 0.0% | 0.18% | -6.6% |
| Q2 2022 | $344,000 | -21.1% | 5,704 | 0.0% | 0.20% | -10.5% |
| Q1 2022 | $436,000 | -8.6% | 5,704 | 0.0% | 0.22% | -7.6% |
| Q4 2021 | $477,000 | +13.0% | 5,704 | 0.0% | 0.24% | +3.9% |
| Q3 2021 | $422,000 | -0.9% | 5,704 | -2.7% | 0.23% | -16.5% |
| Q2 2021 | $426,000 | +23.5% | 5,864 | +10.6% | 0.27% | +11.9% |
| Q1 2021 | $345,000 | +2.1% | 5,300 | 0.0% | 0.24% | -8.3% |
| Q4 2020 | $338,000 | – | 5,300 | – | 0.27% | – |
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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% |