ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 982 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,193,382 | +100.0% | 23,702 | +82.5% | 0.56% | +94.2% |
| Q1 2024 | $1,096,875 | +17.2% | 12,990 | +4.2% | 0.29% | +0.3% |
| Q4 2023 | $936,046 | +10.6% | 12,464 | +0.7% | 0.29% | +2.5% |
| Q3 2023 | $846,492 | -9.3% | 12,372 | -6.6% | 0.28% | -6.6% |
| Q2 2023 | $933,719 | -4.7% | 13,248 | -13.6% | 0.30% | -14.2% |
| Q1 2023 | $980,008 | -58.5% | 15,339 | -62.0% | 0.35% | -59.7% |
| Q4 2022 | $2,358,836 | -19.4% | 40,322 | -20.3% | 0.88% | -28.4% |
| Q3 2022 | $2,928,000 | -10.9% | 50,599 | -7.1% | 1.22% | +0.1% |
| Q2 2022 | $3,285,000 | -28.0% | 54,445 | -8.9% | 1.22% | -16.2% |
| Q1 2022 | $4,563,000 | +69.1% | 59,733 | +85.2% | 1.46% | +67.6% |
| Q4 2021 | $2,699,000 | +14.7% | 32,260 | +1.3% | 0.87% | +2.7% |
| Q3 2021 | $2,353,000 | -2.4% | 31,839 | -4.0% | 0.85% | +0.2% |
| Q2 2021 | $2,411,000 | +4.3% | 33,151 | -6.6% | 0.85% | -6.9% |
| Q1 2021 | $2,311,000 | -15.6% | 35,490 | -17.2% | 0.91% | -23.5% |
| Q4 2020 | $2,737,000 | +4.4% | 42,887 | +278.0% | 1.19% | -3.0% |
| Q3 2020 | $2,622,000 | +9.5% | 11,346 | -1.7% | 1.22% | +8.3% |
| Q2 2020 | $2,394,000 | +309.2% | 11,538 | +225.3% | 1.13% | +220.4% |
| Q1 2020 | $585,000 | +177.3% | 3,547 | +225.4% | 0.35% | +209.6% |
| Q4 2019 | $211,000 | – | 1,090 | – | 0.11% | – |
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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% |