ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,561 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.96 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515 | +9.6% | 5,566 | 0.0% | 0.07% | +4.5% |
| Q1 2024 | $470 | +12.4% | 5,566 | 0.0% | 0.07% | +9.8% |
| Q4 2023 | $418 | +9.7% | 5,566 | 0.0% | 0.06% | +1.7% |
| Q3 2023 | $381 | -2.8% | 5,566 | 0.0% | 0.06% | +1.7% |
| Q2 2023 | $392 | +2.3% | 5,566 | -7.2% | 0.06% | -1.7% |
| Q1 2023 | $383 | +9.1% | 6,000 | 0.0% | 0.06% | +3.4% |
| Q4 2022 | $351 | -99.9% | 6,000 | 0.0% | 0.06% | -10.8% |
| Q3 2022 | $347,000 | -4.1% | 6,000 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $362,000 | -21.0% | 6,000 | 0.0% | 0.06% | -20.7% |
| Q1 2022 | $458,000 | -8.8% | 6,000 | 0.0% | 0.08% | -14.6% |
| Q4 2021 | $502,000 | +13.3% | 6,000 | 0.0% | 0.10% | +3.2% |
| Q3 2021 | $443,000 | +1.6% | 6,000 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $436,000 | +11.5% | 6,000 | 0.0% | 0.09% | +2.2% |
| Q1 2021 | $391,000 | +2.1% | 6,000 | 0.0% | 0.09% | -2.1% |
| Q4 2020 | $383,000 | +10.4% | 6,000 | +300.0% | 0.09% | +2.2% |
| Q3 2020 | $347,000 | +11.6% | 1,500 | 0.0% | 0.09% | +2.2% |
| Q2 2020 | $311,000 | +25.4% | 1,500 | 0.0% | 0.09% | +15.4% |
| Q1 2020 | $248,000 | -14.5% | 1,500 | 0.0% | 0.08% | +6.8% |
| Q4 2019 | $290,000 | +7.4% | 1,500 | 0.0% | 0.07% | +4.3% |
| Q3 2019 | $270,000 | +0.4% | 1,500 | 0.0% | 0.07% | -2.8% |
| Q2 2019 | $269,000 | +3.9% | 1,500 | 0.0% | 0.07% | +14.3% |
| Q1 2019 | $259,000 | +14.6% | 1,500 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $226,000 | -15.0% | 1,500 | 0.0% | 0.06% | -18.2% |
| Q3 2018 | $266,000 | +9.0% | 1,500 | 0.0% | 0.08% | -15.4% |
| Q2 2018 | $244,000 | +4.7% | 1,500 | 0.0% | 0.09% | -9.9% |
| Q1 2018 | $233,000 | +1.7% | 1,500 | 0.0% | 0.10% | +16.1% |
| Q4 2017 | $229,000 | – | 1,500 | – | 0.09% | – |
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% |