ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 346 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.77 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $9,094,000 | +4.3% | 52,764 | -8.8% | 0.14% | -7.9% |
| Q4 2018 | $8,717,000 | -13.6% | 57,852 | +1.6% | 0.15% | -2.6% |
| Q3 2018 | $10,092,000 | +8.5% | 56,964 | -0.4% | 0.16% | -3.1% |
| Q2 2018 | $9,305,000 | +9.5% | 57,221 | +4.4% | 0.16% | +6.6% |
| Q1 2018 | $8,499,000 | +6.1% | 54,808 | -1.8% | 0.15% | -2.6% |
| Q3 2017 | $8,007,000 | +2.9% | 55,828 | -1.9% | 0.16% | -0.6% |
| Q2 2017 | $7,784,000 | +43.1% | 56,881 | +37.6% | 0.16% | +39.3% |
| Q1 2017 | $5,439,000 | +338.6% | 41,351 | +306.0% | 0.11% | +314.8% |
| Q4 2016 | $1,240,000 | -34.4% | 10,185 | -34.4% | 0.03% | -38.6% |
| Q3 2016 | $1,890,000 | +13.9% | 15,537 | +9.1% | 0.04% | +12.8% |
| Q2 2016 | $1,660,000 | -4.7% | 14,243 | -5.2% | 0.04% | -7.1% |
| Q1 2016 | $1,742,000 | +13.6% | 15,032 | +13.5% | 0.04% | +7.7% |
| Q4 2015 | $1,534,000 | +23.5% | 13,246 | +15.0% | 0.04% | +11.4% |
| Q3 2015 | $1,242,000 | +5.8% | 11,521 | +11.8% | 0.04% | +12.9% |
| Q2 2015 | $1,174,000 | -12.5% | 10,308 | -12.4% | 0.03% | -13.9% |
| Q1 2015 | $1,341,000 | +3.9% | 11,773 | +1.7% | 0.04% | +2.9% |
| Q4 2014 | $1,291,000 | +38.2% | 11,571 | +32.3% | 0.04% | +29.6% |
| Q3 2014 | $934,000 | 0.0% | 8,748 | -1.5% | 0.03% | 0.0% |
| Q2 2014 | $934,000 | -15.4% | 8,881 | -19.7% | 0.03% | -18.2% |
| Q1 2014 | $1,104,000 | +15.0% | 11,062 | +13.7% | 0.03% | +13.8% |
| Q4 2013 | $960,000 | +12.0% | 9,725 | +1.5% | 0.03% | -3.3% |
| Q3 2013 | $857,000 | +7.0% | 9,586 | +0.6% | 0.03% | 0.0% |
| Q2 2013 | $801,000 | – | 9,532 | – | 0.03% | – |
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% |