ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 337 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,476,513 | +9.5% | 37,568 | -0.1% | 0.11% | +9.1% |
Q1 2024 | $3,174,748 | +8.0% | 37,598 | -3.9% | 0.10% | -2.0% |
Q4 2023 | $2,939,390 | +8.7% | 39,140 | -1.0% | 0.10% | -2.9% |
Q3 2023 | $2,705,311 | -8.6% | 39,539 | -5.9% | 0.10% | -5.5% |
Q2 2023 | $2,961,342 | +9.6% | 42,016 | -0.6% | 0.11% | +1.9% |
Q1 2023 | $2,700,742 | -3.7% | 42,272 | -11.9% | 0.11% | -10.7% |
Q4 2022 | $2,805,402 | +25.2% | 47,955 | +23.8% | 0.12% | +13.1% |
Q3 2022 | $2,241,000 | -8.0% | 38,741 | -4.0% | 0.11% | -2.7% |
Q2 2022 | $2,435,000 | -21.2% | 40,340 | -0.3% | 0.11% | -2.7% |
Q1 2022 | $3,089,000 | -10.0% | 40,445 | -1.4% | 0.11% | 0.0% |
Q4 2021 | $3,433,000 | +10.1% | 41,036 | -2.7% | 0.11% | -3.4% |
Q3 2021 | $3,117,000 | +0.9% | 42,166 | -0.7% | 0.12% | 0.0% |
Q2 2021 | $3,089,000 | +10.0% | 42,466 | -1.6% | 0.12% | -0.8% |
Q1 2021 | $2,808,000 | +0.5% | 43,146 | -1.5% | 0.12% | -6.3% |
Q4 2020 | $2,795,000 | +10.2% | 43,796 | +299.1% | 0.13% | -3.1% |
Q3 2020 | $2,536,000 | +11.1% | 10,974 | -0.3% | 0.13% | -0.8% |
Q2 2020 | $2,283,000 | +25.7% | 11,004 | 0.0% | 0.13% | +4.0% |
Q1 2020 | $1,816,000 | -14.7% | 11,004 | +0.1% | 0.13% | +2.4% |
Q4 2019 | $2,129,000 | +12.3% | 10,997 | +4.4% | 0.12% | +1.7% |
Q3 2019 | $1,896,000 | +0.8% | 10,532 | +0.3% | 0.12% | -0.8% |
Q2 2019 | $1,881,000 | +4.1% | 10,497 | +0.2% | 0.12% | -1.6% |
Q1 2019 | $1,807,000 | +15.4% | 10,481 | +0.9% | 0.12% | -14.5% |
Q4 2018 | $1,566,000 | -35.8% | 10,391 | -30.5% | 0.14% | -27.5% |
Q3 2018 | $2,439,000 | +47.6% | 14,946 | +55.1% | 0.20% | +58.7% |
Q2 2018 | $1,652,000 | +7.0% | 9,635 | +1.3% | 0.13% | -2.3% |
Q1 2018 | $1,544,000 | +1.0% | 9,511 | -3.0% | 0.13% | -4.4% |
Q4 2017 | $1,528,000 | +5.2% | 9,808 | -1.2% | 0.14% | -20.6% |
Q3 2017 | $1,453,000 | +3.4% | 9,925 | -0.5% | 0.17% | -0.6% |
Q2 2017 | $1,405,000 | +3.3% | 9,975 | -0.5% | 0.17% | +1.2% |
Q1 2017 | $1,360,000 | +9.7% | 10,025 | -0.0% | 0.17% | +2.4% |
Q4 2016 | $1,240,000 | +6.3% | 10,030 | +2.6% | 0.16% | -1.8% |
Q3 2016 | $1,167,000 | -2.7% | 9,780 | -1.0% | 0.17% | -0.6% |
Q2 2016 | $1,199,000 | +4.7% | 9,880 | 0.0% | 0.17% | -3.4% |
Q1 2016 | $1,145,000 | +7.0% | 9,880 | +1.4% | 0.18% | -5.9% |
Q4 2015 | $1,070,000 | -6.9% | 9,740 | -0.6% | 0.19% | -5.6% |
Q3 2015 | $1,149,000 | +2.0% | 9,801 | -0.9% | 0.20% | 0.0% |
Q2 2015 | $1,126,000 | -16.9% | 9,890 | -15.9% | 0.20% | -15.8% |
Q1 2015 | $1,355,000 | +17.7% | 11,763 | +14.9% | 0.23% | +8.3% |
Q4 2014 | $1,151,000 | +6.8% | 10,240 | +1.5% | 0.22% | +0.5% |
Q3 2014 | $1,078,000 | +106.9% | 10,090 | +103.6% | 0.22% | +82.2% |
Q2 2014 | $521,000 | +5.3% | 4,955 | 0.0% | 0.12% | -9.2% |
Q1 2014 | $495,000 | -1.0% | 4,955 | -2.1% | 0.13% | -3.0% |
Q4 2013 | $500,000 | +10.1% | 5,060 | -0.3% | 0.13% | -4.3% |
Q3 2013 | $454,000 | +5.3% | 5,076 | -1.1% | 0.14% | -1.4% |
Q2 2013 | $431,000 | – | 5,131 | – | 0.14% | – |
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% |