ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 706 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,486,380 | +11.8% | 16,062 | +2.1% | 0.36% | +15.2% |
Q1 2024 | $1,328,951 | +12.3% | 15,738 | -0.1% | 0.32% | +2.9% |
Q4 2023 | $1,183,500 | +4.7% | 15,759 | -4.7% | 0.31% | -7.6% |
Q3 2023 | $1,130,907 | -2.6% | 16,529 | +0.4% | 0.33% | +0.6% |
Q2 2023 | $1,160,897 | +8.2% | 16,471 | -1.9% | 0.33% | +1.5% |
Q1 2023 | $1,072,840 | -13.2% | 16,792 | -20.5% | 0.32% | -16.7% |
Q4 2022 | $1,235,565 | +0.8% | 21,121 | -0.3% | 0.39% | -12.0% |
Q3 2022 | $1,226,000 | -4.7% | 21,189 | -0.6% | 0.44% | -0.9% |
Q2 2022 | $1,287,000 | -19.9% | 21,319 | +1.3% | 0.45% | -12.0% |
Q1 2022 | $1,607,000 | -9.8% | 21,037 | -1.2% | 0.51% | -7.3% |
Q4 2021 | $1,781,000 | +14.5% | 21,289 | +1.2% | 0.55% | +1.7% |
Q3 2021 | $1,555,000 | -67.4% | 21,037 | -68.0% | 0.54% | -56.9% |
Q2 2021 | $4,776,000 | +266.3% | 65,672 | +228.0% | 1.25% | +144.5% |
Q1 2021 | $1,304,000 | +0.4% | 20,021 | -1.6% | 0.51% | -11.6% |
Q4 2020 | $1,299,000 | +10.5% | 20,354 | +300.0% | 0.58% | -8.1% |
Q3 2020 | $1,176,000 | +2.8% | 5,088 | -7.8% | 0.63% | -7.8% |
Q2 2020 | $1,144,000 | +18.9% | 5,516 | -5.4% | 0.68% | -8.1% |
Q1 2020 | $962,000 | -16.7% | 5,828 | -2.3% | 0.74% | -2.0% |
Q4 2019 | $1,155,000 | +1.3% | 5,967 | -5.7% | 0.76% | -6.3% |
Q3 2019 | $1,140,000 | -24.8% | 6,331 | -25.1% | 0.81% | -27.3% |
Q2 2019 | $1,515,000 | +5.1% | 8,454 | +1.1% | 1.11% | +6.7% |
Q1 2019 | $1,441,000 | +5.9% | 8,362 | -7.4% | 1.04% | -12.5% |
Q4 2018 | $1,361,000 | -8.5% | 9,031 | +7.6% | 1.19% | -0.2% |
Q3 2018 | $1,487,000 | +13.7% | 8,393 | +4.3% | 1.19% | +2.4% |
Q2 2018 | $1,308,000 | +7.2% | 8,044 | +2.2% | 1.16% | +3.0% |
Q1 2018 | $1,220,000 | +0.8% | 7,869 | -0.7% | 1.13% | +1.1% |
Q4 2017 | $1,210,000 | – | 7,923 | – | 1.12% | – |
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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% |