ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 735 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $602,991 | +9.6% | 6,516 | 0.0% | 0.08% | +10.0% |
| Q1 2024 | $550,211 | +33.7% | 6,516 | +18.9% | 0.07% | +22.8% |
| Q4 2023 | $411,548 | +9.8% | 5,480 | 0.0% | 0.06% | +1.8% |
| Q3 2023 | $374,942 | -2.9% | 5,480 | 0.0% | 0.06% | 0.0% |
| Q2 2023 | $386,230 | +10.3% | 5,480 | 0.0% | 0.06% | +3.7% |
| Q1 2023 | $350,117 | +9.2% | 5,480 | 0.0% | 0.05% | +1.9% |
| Q4 2022 | $320,580 | +1.1% | 5,480 | 0.0% | 0.05% | -7.0% |
| Q3 2022 | $317,000 | -4.2% | 5,480 | 0.0% | 0.06% | +1.8% |
| Q2 2022 | $331,000 | -21.0% | 5,480 | 0.0% | 0.06% | -8.2% |
| Q1 2022 | $419,000 | -8.7% | 5,480 | 0.0% | 0.06% | -4.7% |
| Q4 2021 | $459,000 | +13.3% | 5,480 | 0.0% | 0.06% | +4.9% |
| Q3 2021 | $405,000 | +1.5% | 5,480 | 0.0% | 0.06% | +1.7% |
| Q2 2021 | $399,000 | +11.8% | 5,480 | 0.0% | 0.06% | +5.3% |
| Q1 2021 | $357,000 | +2.0% | 5,480 | 0.0% | 0.06% | -5.0% |
| Q4 2020 | $350,000 | +10.4% | 5,480 | +300.0% | 0.06% | -1.6% |
| Q3 2020 | $317,000 | +11.6% | 1,370 | 0.0% | 0.06% | +3.4% |
| Q2 2020 | $284,000 | +21.4% | 1,370 | -3.5% | 0.06% | +5.4% |
| Q1 2020 | $234,000 | -14.9% | 1,420 | 0.0% | 0.06% | +1.8% |
| Q4 2019 | $275,000 | +7.4% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $256,000 | +0.4% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $255,000 | +4.1% | 1,420 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $245,000 | +14.5% | 1,420 | 0.0% | 0.06% | +3.8% |
| Q4 2018 | $214,000 | -15.1% | 1,420 | 0.0% | 0.05% | -3.6% |
| Q3 2018 | $252,000 | +9.1% | 1,420 | 0.0% | 0.06% | +3.8% |
| Q2 2018 | $231,000 | -2.1% | 1,420 | -6.6% | 0.05% | -5.4% |
| Q1 2018 | $236,000 | +1.7% | 1,520 | 0.0% | 0.06% | +7.7% |
| Q4 2017 | $232,000 | +6.4% | 1,520 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $218,000 | +4.8% | 1,520 | 0.0% | 0.05% | +4.1% |
| Q2 2017 | $208,000 | -21.8% | 1,520 | -24.8% | 0.05% | -22.2% |
| Q1 2017 | $266,000 | +8.1% | 2,020 | 0.0% | 0.06% | +5.0% |
| Q4 2016 | $246,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
| Q3 2016 | $246,000 | +4.7% | 2,020 | 0.0% | 0.06% | +3.4% |
| Q2 2016 | $235,000 | +0.4% | 2,020 | 0.0% | 0.06% | -1.7% |
| Q1 2016 | $234,000 | 0.0% | 2,020 | 0.0% | 0.06% | -1.6% |
| Q4 2015 | $234,000 | +7.3% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $218,000 | -5.2% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q2 2015 | $230,000 | 0.0% | 2,020 | 0.0% | 0.06% | 0.0% |
| Q1 2015 | $230,000 | – | 2,020 | – | 0.06% | – |
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% |