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 | $4,534 | +9.6% | 49 | 0.0% | 0.00% | – |
| Q1 2024 | $4,138 | +12.4% | 49 | 0.0% | 0.00% | – |
| Q4 2023 | $3,680 | +9.8% | 49 | 0.0% | 0.00% | – |
| Q3 2023 | $3,353 | -92.0% | 49 | -90.3% | 0.00% | -100.0% |
| Q4 2021 | $42,000 | +13.5% | 504 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $37,000 | 0.0% | 504 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +12.1% | 504 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $33,000 | +3.1% | 504 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $32,000 | +10.3% | 504 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $29,000 | 0.0% | 126 | -8.7% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +26.1% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $23,000 | -14.8% | 138 | 0.0% | 0.00% | +33.3% |
| Q4 2019 | $27,000 | +8.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | 0.0% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $25,000 | +4.2% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $24,000 | +14.3% | 138 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $21,000 | -12.5% | 138 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $24,000 | +9.1% | 138 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $22,000 | +4.8% | 138 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $21,000 | +5.0% | 138 | +7.8% | 0.00% | 0.0% |
| Q4 2017 | $20,000 | +11.1% | 128 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $18,000 | +5.9% | 128 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $17,000 | +6.2% | 128 | 0.0% | 0.00% | +50.0% |
| Q4 2016 | $16,000 | – | 128 | – | 0.00% | – |
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% |