ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 872 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $122,153 | +20.6% | 1,320 | +10.0% | 0.00% | +33.3% |
| Q1 2024 | $101,328 | +4.0% | 1,200 | -7.5% | 0.00% | 0.0% |
| Q4 2023 | $97,405 | -6.5% | 1,297 | -14.8% | 0.00% | -25.0% |
| Q3 2023 | $104,135 | +3.7% | 1,522 | +6.8% | 0.00% | 0.0% |
| Q2 2023 | $100,434 | +10.3% | 1,425 | 0.0% | 0.00% | +33.3% |
| Q1 2023 | $91,043 | +103358.0% | 1,425 | -5.0% | 0.00% | -25.0% |
| Q4 2022 | $88 | -100.0% | 1,500 | -62.2% | 0.00% | -60.0% |
| Q3 2022 | $230,000 | +152.7% | 3,968 | +164.5% | 0.01% | +150.0% |
| Q2 2022 | $91,000 | -33.6% | 1,500 | -16.7% | 0.00% | -20.0% |
| Q1 2022 | $137,000 | -11.6% | 1,800 | -3.0% | 0.01% | -16.7% |
| Q4 2021 | $155,000 | +6.9% | 1,856 | -5.1% | 0.01% | 0.0% |
| Q3 2021 | $145,000 | -26.8% | 1,956 | -28.0% | 0.01% | -25.0% |
| Q2 2021 | $198,000 | +11.2% | 2,716 | -0.9% | 0.01% | 0.0% |
| Q1 2021 | $178,000 | +1.7% | 2,740 | 0.0% | 0.01% | -11.1% |
| Q4 2020 | $175,000 | +10.8% | 2,740 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $158,000 | +11.3% | 685 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $142,000 | +25.7% | 685 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $113,000 | -32.7% | 685 | -20.9% | 0.01% | -10.0% |
| Q4 2019 | $168,000 | +7.7% | 866 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $156,000 | +0.6% | 866 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $155,000 | -99.9% | 866 | -18.8% | 0.01% | -15.4% |
| Q1 2019 | $183,736,000 | +14.4% | 1,066 | 0.0% | 0.01% | -7.1% |
| Q4 2018 | $160,614,000 | +141.1% | 1,066 | +183.5% | 0.01% | +180.0% |
| Q3 2018 | $66,616,000 | +9.0% | 376 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $61,141,000 | +4.9% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $58,306,000 | -75.8% | 376 | -76.1% | 0.01% | -75.0% |
| Q4 2017 | $240,766,000 | +39.9% | 1,576 | +31.3% | 0.02% | +42.9% |
| Q3 2017 | $172,104,000 | +4.8% | 1,200 | 0.0% | 0.01% | -6.7% |
| Q2 2017 | $164,220,000 | +758.8% | 1,200 | +627.3% | 0.02% | +400.0% |
| Q1 2016 | $19,122,000 | -55.4% | 165 | -62.0% | 0.00% | -92.3% |
| Q4 2013 | $42,858,000 | – | 434 | – | 0.04% | – |
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% |