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 | $242,728 | +9.7% | 2,623 | +0.1% | 0.20% | +7.6% |
| Q1 2024 | $221,304 | +12.5% | 2,621 | +0.1% | 0.18% | +4.5% |
| Q4 2023 | $196,632 | -24.0% | 2,618 | -30.8% | 0.18% | -32.6% |
| Q3 2023 | $258,804 | -4.7% | 3,783 | -1.9% | 0.26% | -5.4% |
| Q2 2023 | $271,671 | +10.6% | 3,855 | +0.2% | 0.28% | +7.0% |
| Q1 2023 | $245,736 | +9.5% | 3,846 | +0.3% | 0.26% | +7.1% |
| Q4 2022 | $224,326 | -38.0% | 3,835 | -38.8% | 0.24% | -40.6% |
| Q3 2022 | $362,000 | -4.0% | 6,263 | +0.3% | 0.41% | +4.9% |
| Q2 2022 | $377,000 | -24.4% | 6,246 | -4.3% | 0.39% | -18.0% |
| Q1 2022 | $499,000 | -8.4% | 6,527 | +0.2% | 0.47% | -1.5% |
| Q4 2021 | $545,000 | – | 6,517 | – | 0.48% | – |
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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% |