ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,250 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,140,833 | +9.4% | 12,328 | -0.1% | 0.01% | -25.0% |
| Q1 2024 | $1,042,496 | -86.6% | 12,346 | -88.1% | 0.01% | -89.0% |
| Q4 2023 | $7,773,676 | +19.5% | 103,511 | +8.8% | 0.07% | +9.0% |
| Q3 2023 | $6,507,426 | +7.6% | 95,110 | +10.8% | 0.07% | +13.6% |
| Q2 2023 | $6,049,651 | +28.0% | 85,835 | +16.0% | 0.06% | +13.5% |
| Q1 2023 | $4,726,327 | -11.1% | 73,976 | -18.6% | 0.05% | -17.5% |
| Q4 2022 | $5,313,614 | +87.6% | 90,831 | +85.5% | 0.06% | +85.3% |
| Q3 2022 | $2,832,510 | +271.3% | 48,963 | +287.3% | 0.03% | +325.0% |
| Q2 2022 | $762,884 | -21.0% | 12,641 | 0.0% | 0.01% | -11.1% |
| Q1 2022 | $965,520 | – | 12,641 | – | 0.01% | – |
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% |