ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,152 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $765 | -6.5% | 8,270 | -14.6% | 0.12% | -8.6% |
Q1 2024 | $818 | -27.7% | 9,683 | -35.7% | 0.13% | -33.0% |
Q4 2023 | $1,132 | +7.2% | 15,070 | -2.3% | 0.19% | -0.5% |
Q3 2023 | $1,056 | -3.1% | 15,430 | -0.3% | 0.19% | -2.0% |
Q2 2023 | $1,090 | +10.3% | 15,470 | 0.0% | 0.20% | -1.0% |
Q1 2023 | $988 | +2.6% | 15,470 | -6.0% | 0.20% | -5.3% |
Q4 2022 | $963 | -99.9% | 16,460 | 0.0% | 0.21% | -7.1% |
Q3 2022 | $952,000 | -4.1% | 16,460 | 0.0% | 0.22% | +11.4% |
Q2 2022 | $993,000 | -21.0% | 16,460 | 0.0% | 0.20% | -7.3% |
Q1 2022 | $1,257,000 | -8.7% | 16,460 | 0.0% | 0.22% | +3.8% |
Q4 2021 | $1,377,000 | +13.1% | 16,460 | 0.0% | 0.21% | +3.4% |
Q3 2021 | $1,217,000 | +1.7% | 16,460 | 0.0% | 0.20% | -1.0% |
Q2 2021 | $1,197,000 | +9.4% | 16,460 | -2.0% | 0.20% | +3.5% |
Q1 2021 | $1,094,000 | +2.1% | 16,800 | 0.0% | 0.20% | -5.3% |
Q4 2020 | $1,072,000 | +7.8% | 16,800 | +290.7% | 0.21% | -9.1% |
Q3 2020 | $994,000 | +11.4% | 4,300 | 0.0% | 0.23% | +4.1% |
Q2 2020 | $892,000 | +25.6% | 4,300 | 0.0% | 0.22% | +12.2% |
Q1 2020 | $710,000 | -14.8% | 4,300 | 0.0% | 0.20% | +11.3% |
Q4 2019 | $833,000 | +7.6% | 4,300 | 0.0% | 0.18% | -5.9% |
Q3 2019 | $774,000 | +0.4% | 4,300 | 0.0% | 0.19% | -1.6% |
Q2 2019 | $771,000 | +4.0% | 4,300 | 0.0% | 0.19% | -1.5% |
Q1 2019 | $741,000 | +14.4% | 4,300 | 0.0% | 0.19% | 0.0% |
Q4 2018 | $648,000 | -15.0% | 4,300 | 0.0% | 0.19% | +6.6% |
Q3 2018 | $762,000 | +9.0% | 4,300 | 0.0% | 0.18% | +1.7% |
Q2 2018 | $699,000 | +4.8% | 4,300 | 0.0% | 0.18% | +1.1% |
Q1 2018 | $667,000 | +1.5% | 4,300 | 0.0% | 0.18% | +4.7% |
Q4 2017 | $657,000 | +6.5% | 4,300 | 0.0% | 0.17% | +3.0% |
Q3 2017 | $617,000 | +4.9% | 4,300 | 0.0% | 0.16% | +0.6% |
Q2 2017 | $588,000 | +3.9% | 4,300 | 0.0% | 0.16% | +1.2% |
Q1 2017 | $566,000 | +8.0% | 4,300 | 0.0% | 0.16% | -1.2% |
Q4 2016 | $524,000 | +0.2% | 4,300 | 0.0% | 0.16% | -5.2% |
Q3 2016 | $523,000 | +4.4% | 4,300 | 0.0% | 0.17% | +10.3% |
Q2 2016 | $501,000 | +0.6% | 4,300 | 0.0% | 0.16% | -4.3% |
Q1 2016 | $498,000 | 0.0% | 4,300 | 0.0% | 0.16% | -4.7% |
Q4 2015 | $498,000 | +7.3% | 4,300 | 0.0% | 0.17% | +2.4% |
Q3 2015 | $464,000 | – | 4,300 | – | 0.17% | – |
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% |