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 | $1,304,999 | +9.6% | 14,102 | 0.0% | 0.11% | +12.6% |
| Q1 2024 | $1,190,773 | +12.4% | 14,102 | 0.0% | 0.10% | -12.0% |
| Q4 2023 | $1,059,060 | +75.0% | 14,102 | +59.4% | 0.11% | +58.8% |
| Q3 2023 | $605,175 | -3.7% | 8,845 | -0.8% | 0.07% | -2.9% |
| Q2 2023 | $628,188 | -61.9% | 8,913 | +12.1% | 0.07% | -66.3% |
| Q2 2020 | $1,650,000 | +20.4% | 7,952 | -4.2% | 0.21% | +2.0% |
| Q1 2020 | $1,370,000 | -21.5% | 8,302 | -7.8% | 0.20% | +6.8% |
| Q4 2019 | $1,745,000 | +17.6% | 9,009 | +9.3% | 0.19% | -15.5% |
| Q3 2019 | $1,484,000 | +73.2% | 8,242 | +17.1% | 0.23% | +52.7% |
| Q4 2016 | $857,000 | +308.1% | 7,038 | +262.0% | 0.15% | +377.4% |
| Q3 2015 | $210,000 | -35.2% | 1,944 | -31.6% | 0.03% | -22.5% |
| Q2 2015 | $324,000 | – | 2,843 | – | 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% |