ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $512,000 | +103.2% | 8,853 | +111.9% | 0.02% | +120.0% |
| Q2 2022 | $252,000 | -21.0% | 4,177 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $319,000 | -9.9% | 4,177 | -1.2% | 0.01% | -8.3% |
| Q4 2021 | $354,000 | -28.8% | 4,227 | -37.1% | 0.01% | -36.8% |
| Q3 2021 | $497,000 | +0.6% | 6,719 | -1.0% | 0.02% | 0.0% |
| Q2 2021 | $494,000 | +11.0% | 6,789 | -0.7% | 0.02% | 0.0% |
| Q1 2021 | $445,000 | -3.7% | 6,840 | -5.6% | 0.02% | -9.5% |
| Q4 2020 | $462,000 | -4.5% | 7,245 | +245.8% | 0.02% | -12.5% |
| Q3 2020 | $484,000 | +10.8% | 2,095 | -0.5% | 0.02% | 0.0% |
| Q2 2020 | $437,000 | +201.4% | 2,105 | +138.9% | 0.02% | +140.0% |
| Q1 2020 | $145,000 | -11.6% | 881 | +3.9% | 0.01% | +11.1% |
| Q4 2019 | $164,000 | +1.2% | 848 | -5.6% | 0.01% | 0.0% |
| Q3 2019 | $162,000 | +0.6% | 898 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $161,000 | +3.9% | 898 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $155,000 | +14.8% | 898 | 0.0% | 0.01% | +11.1% |
| Q4 2018 | $135,000 | -15.1% | 898 | 0.0% | 0.01% | -10.0% |
| Q3 2018 | $159,000 | +8.9% | 898 | 0.0% | 0.01% | +11.1% |
| Q2 2018 | $146,000 | -8.2% | 898 | -12.2% | 0.01% | -10.0% |
| Q1 2018 | $159,000 | +1.9% | 1,023 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $156,000 | -23.9% | 1,023 | -28.4% | 0.01% | -28.6% |
| Q3 2017 | $205,000 | +2.5% | 1,428 | -17.4% | 0.01% | -26.3% |
| Q1 2016 | $200,000 | -12.7% | 1,728 | -12.6% | 0.02% | -13.6% |
| Q4 2015 | $229,000 | +7.5% | 1,978 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $213,000 | -19.6% | 1,978 | -15.0% | 0.02% | -8.3% |
| Q2 2015 | $265,000 | -36.8% | 2,328 | -36.7% | 0.02% | -40.0% |
| Q1 2015 | $419,000 | +1.7% | 3,678 | -0.4% | 0.04% | +8.1% |
| Q4 2014 | $412,000 | +4.6% | 3,693 | 0.0% | 0.04% | +2.8% |
| Q3 2014 | $394,000 | -3.9% | 3,693 | -3.9% | 0.04% | -2.7% |
| Q2 2014 | $410,000 | +6.8% | 3,843 | 0.0% | 0.04% | -2.6% |
| Q1 2014 | $384,000 | – | 3,843 | – | 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% |