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 | $273,160 | +9.6% | 2,952 | +0.0% | 0.03% | +3.4% |
| Q1 2024 | $249,218 | +12.5% | 2,951 | 0.0% | 0.03% | -3.3% |
| Q4 2023 | $221,617 | +8.4% | 2,951 | -1.2% | 0.03% | -6.2% |
| Q3 2023 | $204,454 | +5.2% | 2,988 | +8.3% | 0.03% | +6.7% |
| Q2 2023 | $194,399 | +3.1% | 2,758 | -7.7% | 0.03% | -6.2% |
| Q1 2023 | $188,594 | +9.4% | 2,988 | +1.4% | 0.03% | 0.0% |
| Q4 2022 | $172,354 | +1.4% | 2,946 | +0.0% | 0.03% | -8.6% |
| Q3 2022 | $170,000 | -4.5% | 2,945 | +0.0% | 0.04% | -7.9% |
| Q2 2022 | $178,000 | -64.9% | 2,944 | -55.7% | 0.04% | -59.6% |
| Q1 2022 | $507,000 | +92.8% | 6,643 | +111.5% | 0.09% | +67.9% |
| Q4 2021 | $263,000 | – | 3,141 | – | 0.06% | – |
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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% |