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 | $254,164 | +31.2% | 3,010 | -9.1% | 0.05% | +9.5% |
| Q4 2022 | $193,752 | -97.2% | 3,312 | -97.3% | 0.04% | -97.3% |
| Q3 2022 | $6,991,000 | -5.4% | 120,840 | -1.3% | 1.57% | -3.6% |
| Q2 2022 | $7,391,000 | -35.8% | 122,465 | -18.7% | 1.63% | -27.3% |
| Q1 2022 | $11,512,000 | +7.7% | 150,721 | +18.0% | 2.24% | +8.8% |
| Q4 2021 | $10,685,000 | +14.5% | 127,702 | +1.2% | 2.06% | +10.0% |
| Q3 2021 | $9,328,000 | -9.0% | 126,213 | -10.5% | 1.87% | -4.6% |
| Q2 2021 | $10,253,000 | +6.7% | 140,980 | -4.4% | 1.96% | -2.1% |
| Q1 2021 | $9,605,000 | -1.5% | 147,517 | -3.5% | 2.00% | -1.5% |
| Q4 2020 | $9,753,000 | – | 152,820 | – | 2.03% | – |
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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% |