ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2019 | $20,413,000 | -8.9% | 113,884 | -12.4% | 6.84% | -5.3% |
Q1 2019 | $22,402,000 | +9.3% | 129,973 | -4.5% | 7.22% | +5.3% |
Q4 2018 | $20,496,000 | -16.6% | 136,033 | -2.0% | 6.85% | -9.6% |
Q3 2018 | $24,590,000 | +9.5% | 138,792 | +0.5% | 7.58% | +9.2% |
Q2 2018 | $22,449,000 | +4.8% | 138,056 | -0.0% | 6.95% | +1.9% |
Q1 2018 | $21,417,000 | -1.7% | 138,112 | -3.2% | 6.82% | +0.2% |
Q4 2017 | $21,796,000 | +6.8% | 142,671 | +0.3% | 6.80% | +1.4% |
Q3 2017 | $20,403,000 | +5.9% | 142,259 | +1.1% | 6.71% | +5.3% |
Q2 2017 | $19,264,000 | +2.9% | 140,771 | -1.1% | 6.37% | +2.6% |
Q1 2017 | $18,718,000 | +10.9% | 142,325 | +2.7% | 6.21% | +7.6% |
Q4 2016 | $16,884,000 | +8.0% | 138,639 | +5.6% | 5.77% | +1.9% |
Q3 2016 | $15,639,000 | +10.1% | 131,302 | +7.8% | 5.66% | +15.0% |
Q2 2016 | $14,204,000 | +18.5% | 121,835 | +17.8% | 4.93% | +19.2% |
Q1 2016 | $11,990,000 | +6.4% | 103,455 | +6.3% | 4.13% | +2.0% |
Q4 2015 | $11,266,000 | +15.6% | 97,290 | +7.6% | 4.05% | +13.4% |
Q3 2015 | $9,745,000 | -26.3% | 90,396 | -22.2% | 3.57% | -20.3% |
Q2 2015 | $13,223,000 | +4.7% | 116,135 | +4.8% | 4.48% | +2.9% |
Q1 2015 | $12,625,000 | +2.8% | 110,795 | +0.6% | 4.36% | +4.8% |
Q4 2014 | $12,286,000 | +2.2% | 110,095 | -2.1% | 4.16% | -5.3% |
Q3 2014 | $12,018,000 | +1.4% | 112,504 | -0.2% | 4.39% | +12.1% |
Q2 2014 | $11,852,000 | +12.7% | 112,675 | +7.0% | 3.92% | +11.6% |
Q1 2014 | $10,514,000 | +19.6% | 105,317 | +18.3% | 3.51% | +2.5% |
Q4 2013 | $8,794,000 | +16.2% | 89,060 | +5.2% | 3.42% | +9.6% |
Q3 2013 | $7,567,000 | +30.1% | 84,687 | +22.3% | 3.12% | +20.8% |
Q2 2013 | $5,816,000 | – | 69,230 | – | 2.59% | – |
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% |