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 | $304,855 | +38.9% | 3,174 | +14.7% | 0.07% | +14.1% |
| Q1 2024 | $219,467 | +3.1% | 2,767 | -1.7% | 0.06% | -3.0% |
| Q4 2023 | $212,820 | -4.1% | 2,814 | -10.9% | 0.07% | -5.7% |
| Q3 2023 | $221,950 | -9.9% | 3,157 | -8.7% | 0.07% | -9.1% |
| Q2 2023 | $246,280 | +3.6% | 3,456 | -6.9% | 0.08% | -6.1% |
| Q1 2023 | $237,797 | +8.5% | 3,712 | -0.3% | 0.08% | +1.2% |
| Q4 2022 | $219,191 | -35.5% | 3,722 | +13.4% | 0.08% | -43.0% |
| Q3 2022 | $340,000 | +20.1% | 3,282 | -27.7% | 0.14% | -7.8% |
| Q2 2022 | $283,000 | -18.7% | 4,542 | -0.2% | 0.15% | -1.3% |
| Q1 2022 | $348,000 | -2.2% | 4,553 | +128.6% | 0.16% | -46.4% |
| Q4 2021 | $356,000 | +4.7% | 1,992 | 0.0% | 0.29% | -1.7% |
| Q3 2021 | $340,000 | +13.3% | 1,992 | -51.8% | 0.30% | +12.1% |
| Q2 2021 | $300,000 | – | 4,129 | – | 0.26% | – |
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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% |