ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,594 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.76 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $200,000 | -9.1% | 2,619 | -0.6% | 0.10% | -7.4% |
| Q4 2021 | $220,000 | -7.2% | 2,635 | -17.8% | 0.11% | -14.3% |
| Q3 2021 | $237,000 | -2.1% | 3,205 | -3.8% | 0.13% | +0.8% |
| Q2 2021 | $242,000 | -46.9% | 3,333 | -52.4% | 0.12% | -47.9% |
| Q1 2021 | $456,000 | +5.8% | 7,005 | +3.6% | 0.24% | +7.6% |
| Q4 2020 | $431,000 | +8.6% | 6,761 | +293.5% | 0.22% | -4.3% |
| Q3 2020 | $397,000 | -9.6% | 1,718 | -18.8% | 0.23% | -12.1% |
| Q2 2020 | $439,000 | +17.4% | 2,117 | -6.7% | 0.26% | 0.0% |
| Q1 2020 | $374,000 | -14.2% | 2,268 | +0.7% | 0.26% | +0.4% |
| Q4 2019 | $436,000 | +8.2% | 2,253 | +0.7% | 0.26% | -2.6% |
| Q3 2019 | $403,000 | +0.5% | 2,237 | 0.0% | 0.27% | -1.8% |
| Q2 2019 | $401,000 | +42.7% | 2,237 | -9.0% | 0.28% | +14.0% |
| Q1 2016 | $281,000 | -1.1% | 2,459 | 0.0% | 0.24% | +10.5% |
| Q4 2015 | $284,000 | +6.4% | 2,459 | -1.0% | 0.22% | +7.4% |
| Q3 2015 | $267,000 | -5.3% | 2,485 | 0.0% | 0.20% | -2.9% |
| Q2 2015 | $282,000 | -1.7% | 2,485 | 0.0% | 0.21% | +4.0% |
| Q1 2015 | $287,000 | +3.6% | 2,485 | 0.0% | 0.20% | +12.8% |
| Q4 2014 | $277,000 | +4.5% | 2,485 | 0.0% | 0.18% | +7.2% |
| Q3 2014 | $265,000 | +0.4% | 2,485 | -1.0% | 0.17% | -0.6% |
| Q2 2014 | $264,000 | +5.2% | 2,511 | 0.0% | 0.17% | -4.0% |
| Q1 2014 | $251,000 | – | 2,511 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 681,945 | $50,403,000 | 38.13% |
| HILLTOP WEALTH ADVISORS, LLC | 346,038 | $25,576,000 | 17.96% |
| Johnson Midwest Financial, LLC | 266,243 | $19,678,000 | 16.08% |
| Salomon & Ludwin, LLC | 1,331,191 | $98,388,000 | 15.30% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 362,807 | $26,815,000 | 13.50% |
| ShoreHaven Wealth Partners, LLC | 335,846 | $24,822,000 | 12.93% |
| Praetorian Wealth Management, Inc. | 495,530 | $36,625,000 | 12.41% |
| Powell Investment Advisors, LLC | 261,502 | $19,328,000 | 11.94% |
| MMA ASSET MANAGEMENT LLC | 199,004 | $14,708,000 | 11.23% |
| Carl P. Sherr & Co., LLC | 148,295 | $10,961,000 | 8.75% |