ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 751 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,729,378 | +18.9% | 31,225 | +14.9% | 0.20% | -4.2% |
Q1 2024 | $2,294,829 | +19.5% | 27,177 | +6.2% | 0.21% | +6.5% |
Q4 2023 | $1,921,076 | -1.4% | 25,580 | -10.2% | 0.20% | -11.9% |
Q3 2023 | $1,948,110 | -1.7% | 28,473 | +1.2% | 0.23% | +0.4% |
Q2 2023 | $1,982,801 | +6.6% | 28,133 | -3.4% | 0.22% | +14.8% |
Q1 2023 | $1,860,441 | +78267.4% | 29,119 | -28.3% | 0.20% | -22.2% |
Q4 2022 | $2,374 | -99.9% | 40,595 | +1.8% | 0.25% | -8.4% |
Q3 2022 | $2,308,000 | -1.4% | 39,891 | +2.9% | 0.28% | +5.4% |
Q2 2022 | $2,340,000 | -63.3% | 38,771 | -51.4% | 0.26% | -16.1% |
Q1 2022 | $6,384,000 | +92.4% | 79,807 | +101.2% | 0.31% | -5.2% |
Q4 2021 | $3,318,000 | +12.6% | 39,661 | -0.6% | 0.33% | -2.7% |
Q3 2021 | $2,948,000 | +30.7% | 39,884 | +15.1% | 0.34% | +3.1% |
Q2 2021 | $2,256,000 | 0.0% | 34,653 | 0.0% | 0.33% | -19.3% |
Q1 2021 | $2,256,000 | +2.4% | 34,653 | +0.4% | 0.40% | -7.1% |
Q4 2020 | $2,203,000 | +71.4% | 34,513 | +520.4% | 0.44% | +38.0% |
Q3 2020 | $1,285,000 | +204.5% | 5,563 | +173.4% | 0.32% | +143.1% |
Q2 2020 | $422,000 | +12.2% | 2,035 | -10.6% | 0.13% | -3.0% |
Q1 2020 | $376,000 | -4.6% | 2,277 | +11.9% | 0.13% | +22.9% |
Q4 2019 | $394,000 | +7.7% | 2,035 | +0.0% | 0.11% | -7.6% |
Q3 2019 | $366,000 | +32.1% | 2,034 | +31.8% | 0.12% | +43.9% |
Q2 2019 | $277,000 | +4.1% | 1,543 | 0.0% | 0.08% | +2.5% |
Q1 2019 | $266,000 | +20.4% | 1,543 | +5.1% | 0.08% | +17.6% |
Q4 2018 | $221,000 | -60.5% | 1,468 | -59.4% | 0.07% | -38.2% |
Q1 2018 | $560,000 | +10.5% | 3,613 | -2.4% | 0.11% | +2.8% |
Q2 2017 | $507,000 | +38.1% | 3,702 | +32.8% | 0.11% | +27.4% |
Q1 2017 | $367,000 | +4.0% | 2,787 | -3.8% | 0.08% | +10.5% |
Q4 2016 | $353,000 | +8.0% | 2,897 | +7.7% | 0.08% | -2.6% |
Q3 2016 | $327,000 | +58.7% | 2,691 | +51.7% | 0.08% | +52.9% |
Q1 2016 | $206,000 | +0.5% | 1,774 | 0.0% | 0.05% | +4.1% |
Q4 2015 | $205,000 | – | 1,774 | – | 0.05% | – |
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% |