ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,338 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.77 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $336,475 | +9.6% | 3,636 | 0.0% | 0.17% | 0.0% |
| Q1 2024 | $307,024 | -0.0% | 3,636 | -11.1% | 0.17% | -11.6% |
| Q4 2023 | $307,159 | +23.5% | 4,090 | +12.5% | 0.19% | +7.3% |
| Q3 2023 | $248,775 | -2.9% | 3,636 | 0.0% | 0.18% | -2.2% |
| Q2 2023 | $256,265 | +10.3% | 3,636 | 0.0% | 0.18% | +11.0% |
| Q1 2023 | $232,304 | +9.2% | 3,636 | 0.0% | 0.16% | -4.7% |
| Q4 2022 | $212,706 | +1.1% | 3,636 | 0.0% | 0.17% | -13.6% |
| Q3 2022 | $210,343 | -4.1% | 3,636 | 0.0% | 0.20% | -7.5% |
| Q2 2022 | $219,433 | -22.4% | 3,636 | -1.8% | 0.21% | -16.1% |
| Q1 2022 | $282,912 | -11.3% | 3,704 | -2.9% | 0.26% | -17.2% |
| Q4 2021 | $319,117 | – | 3,814 | – | 0.31% | – |
Download | ||||||
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% |