ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,516 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,794,398 | +10.7% | 95,033 | +1.1% | 3.25% | +7.9% |
| Q1 2024 | $7,940,991 | +16.3% | 94,043 | +3.4% | 3.01% | +8.6% |
| Q4 2023 | $6,828,804 | +12.5% | 90,929 | +2.5% | 2.77% | -0.3% |
| Q3 2023 | $6,070,250 | -1.9% | 88,720 | +1.0% | 2.78% | +2.1% |
| Q2 2023 | $6,188,807 | +13.2% | 87,809 | +2.7% | 2.72% | +4.3% |
| Q1 2023 | $5,464,795 | +7.5% | 85,534 | -1.5% | 2.61% | +0.3% |
| Q4 2022 | $5,081,710 | +0.5% | 86,867 | -0.7% | 2.60% | -8.2% |
| Q3 2022 | $5,058,582 | -2.2% | 87,443 | +2.1% | 2.84% | -2.8% |
| Q2 2022 | $5,170,630 | -25.1% | 85,677 | -5.2% | 2.92% | -9.6% |
| Q1 2022 | $6,904,476 | -5.4% | 90,396 | +3.6% | 3.22% | -6.6% |
| Q4 2021 | $7,300,868 | +14.6% | 87,258 | +1.2% | 3.45% | +7.5% |
| Q3 2021 | $6,371,311 | +1.9% | 86,204 | +0.3% | 3.21% | +5.5% |
| Q2 2021 | $6,250,762 | +7394.4% | 85,945 | -98.4% | 3.04% | -26.6% |
| Q1 2021 | $83,406 | -98.4% | 5,430,569 | +6632.8% | 4.14% | +41.8% |
| Q4 2020 | $5,147,677 | +14.5% | 80,659 | +314.7% | 2.92% | -1.1% |
| Q3 2020 | $4,494,805 | +12.8% | 19,451 | +1.3% | 2.96% | +3.7% |
| Q2 2020 | $3,985,397 | +24.8% | 19,208 | -0.7% | 2.85% | +10.5% |
| Q1 2020 | $3,193,105 | -17.4% | 19,346 | -3.1% | 2.58% | -2.2% |
| Q4 2019 | $3,867,416 | – | 19,972 | – | 2.64% | – |
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% |