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 | $813,723 | +9.8% | 8,793 | +0.2% | 0.16% | +3.9% |
| Q1 2024 | $741,322 | +23.8% | 8,779 | +10.1% | 0.15% | +15.0% |
| Q4 2023 | $598,639 | +9.5% | 7,971 | -0.2% | 0.13% | -8.3% |
| Q3 2023 | $546,659 | -3.0% | 7,990 | -0.0% | 0.14% | -0.7% |
| Q2 2023 | $563,329 | +11.7% | 7,993 | +1.3% | 0.15% | +13.2% |
| Q1 2023 | $504,252 | +149.6% | 7,892 | +227.6% | 0.13% | +87.0% |
| Q4 2021 | $202,000 | – | 2,409 | – | 0.07% | – |
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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% |