ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 576 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $985,088 | +9.6% | 10,645 | 0.0% | 0.04% | +4.9% |
Q1 2024 | $898,864 | +12.4% | 10,645 | 0.0% | 0.04% | -46.1% |
Q4 2023 | $799,440 | +258.6% | 10,645 | +226.7% | 0.08% | +204.0% |
Q3 2023 | $222,912 | -2.9% | 3,258 | 0.0% | 0.02% | +4.2% |
Q2 2023 | $229,624 | -17.3% | 3,258 | -25.0% | 0.02% | -20.0% |
Q1 2023 | $277,538 | -35.3% | 4,344 | -40.7% | 0.03% | -43.4% |
Q4 2022 | $428,805 | +1.1% | 7,330 | 0.0% | 0.05% | -1.9% |
Q3 2022 | $424,000 | -4.1% | 7,330 | 0.0% | 0.05% | +3.8% |
Q2 2022 | $442,000 | -21.1% | 7,330 | 0.0% | 0.05% | +4.0% |
Q1 2022 | $560,000 | -8.6% | 7,330 | 0.0% | 0.05% | +4.2% |
Q4 2021 | $613,000 | +13.1% | 7,330 | 0.0% | 0.05% | 0.0% |
Q3 2021 | $542,000 | -16.6% | 7,330 | -18.0% | 0.05% | -18.6% |
Q2 2021 | $650,000 | +11.7% | 8,940 | 0.0% | 0.06% | +7.3% |
Q1 2021 | $582,000 | +1.9% | 8,940 | 0.0% | 0.06% | -8.3% |
Q4 2020 | $571,000 | +10.7% | 8,940 | +300.0% | 0.06% | -3.2% |
Q3 2020 | $516,000 | +11.2% | 2,235 | 0.0% | 0.06% | -1.6% |
Q2 2020 | $464,000 | +25.7% | 2,235 | 0.0% | 0.06% | +16.7% |
Q1 2020 | $369,000 | -14.8% | 2,235 | 0.0% | 0.05% | +10.2% |
Q4 2019 | $433,000 | -25.6% | 2,235 | -30.9% | 0.05% | -31.0% |
Q3 2019 | $582,000 | +45.1% | 3,235 | +44.7% | 0.07% | +42.0% |
Q2 2019 | $401,000 | +4.2% | 2,235 | 0.0% | 0.05% | -3.8% |
Q1 2019 | $385,000 | 0.0% | 2,235 | 0.0% | 0.05% | 0.0% |
Q4 2018 | $385,000 | 0.0% | 2,235 | 0.0% | 0.05% | 0.0% |
Q3 2018 | $385,000 | +5.8% | 2,235 | 0.0% | 0.05% | +8.3% |
Q2 2018 | $364,000 | +5.2% | 2,235 | 0.0% | 0.05% | +6.7% |
Q1 2018 | $346,000 | +1.5% | 2,235 | 0.0% | 0.04% | 0.0% |
Q4 2017 | $341,000 | +6.2% | 2,235 | 0.0% | 0.04% | +2.3% |
Q3 2017 | $321,000 | +4.9% | 2,235 | 0.0% | 0.04% | -4.3% |
Q2 2017 | $306,000 | +4.4% | 2,235 | 0.0% | 0.05% | +7.0% |
Q1 2017 | $293,000 | +7.7% | 2,235 | 0.0% | 0.04% | +4.9% |
Q4 2016 | $272,000 | 0.0% | 2,235 | 0.0% | 0.04% | +5.1% |
Q3 2016 | $272,000 | +4.2% | 2,235 | 0.0% | 0.04% | -2.5% |
Q2 2016 | $261,000 | +0.8% | 2,235 | 0.0% | 0.04% | -9.1% |
Q1 2016 | $259,000 | 0.0% | 2,235 | 0.0% | 0.04% | -4.3% |
Q4 2015 | $259,000 | +7.5% | 2,235 | 0.0% | 0.05% | +9.5% |
Q3 2015 | $241,000 | -5.1% | 2,235 | 0.0% | 0.04% | +13.5% |
Q2 2015 | $254,000 | 0.0% | 2,235 | 0.0% | 0.04% | +8.8% |
Q1 2015 | $254,000 | +2.0% | 2,235 | 0.0% | 0.03% | +3.0% |
Q4 2014 | $249,000 | +4.2% | 2,235 | 0.0% | 0.03% | 0.0% |
Q3 2014 | $239,000 | +1.7% | 2,235 | 0.0% | 0.03% | +3.1% |
Q2 2014 | $235,000 | -52.9% | 2,235 | -55.3% | 0.03% | -56.8% |
Q1 2014 | $499,000 | +1.2% | 4,995 | 0.0% | 0.07% | -7.5% |
Q4 2013 | $493,000 | – | 4,995 | – | 0.08% | – |
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% |