ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $303,068 | +9.6% | 3,275 | -0.0% | 0.03% | +3.2% |
| Q1 2024 | $276,625 | +10.1% | 3,276 | -2.1% | 0.03% | +6.9% |
| Q4 2023 | $251,210 | +9.7% | 3,345 | -0.0% | 0.03% | +3.6% |
| Q3 2023 | $228,933 | -31.3% | 3,346 | -29.2% | 0.03% | -28.2% |
| Q2 2023 | $333,018 | +10.3% | 4,725 | 0.0% | 0.04% | +5.4% |
| Q1 2023 | $301,880 | +9.2% | 4,725 | 0.0% | 0.04% | +5.7% |
| Q4 2022 | $276,413 | +1.3% | 4,725 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $273,000 | -4.2% | 4,725 | 0.0% | 0.04% | +12.9% |
| Q2 2022 | $285,000 | -23.0% | 4,725 | -2.4% | 0.03% | -13.9% |
| Q1 2022 | $370,000 | -32.8% | 4,841 | -26.5% | 0.04% | -29.4% |
| Q4 2021 | $551,000 | +15.5% | 6,584 | +2.0% | 0.05% | +10.9% |
| Q3 2021 | $477,000 | -1.9% | 6,455 | -3.4% | 0.05% | -2.1% |
| Q2 2021 | $486,000 | -0.6% | 6,682 | -11.0% | 0.05% | -4.1% |
| Q1 2021 | $489,000 | -2.8% | 7,506 | -4.7% | 0.05% | -5.8% |
| Q4 2020 | $503,000 | +5.7% | 7,877 | +282.0% | 0.05% | -3.7% |
| Q3 2020 | $476,000 | +7.0% | 2,062 | -3.9% | 0.05% | 0.0% |
| Q2 2020 | $445,000 | +24.0% | 2,145 | -1.3% | 0.05% | +12.5% |
| Q1 2020 | $359,000 | -17.3% | 2,173 | -3.1% | 0.05% | -7.7% |
| Q4 2019 | $434,000 | +6.9% | 2,242 | -0.5% | 0.05% | +4.0% |
| Q3 2019 | $406,000 | +0.5% | 2,254 | -0.1% | 0.05% | -10.7% |
| Q2 2019 | $404,000 | +3.9% | 2,256 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $389,000 | +14.4% | 2,256 | 0.0% | 0.06% | +3.8% |
| Q4 2018 | $340,000 | -15.6% | 2,256 | -0.7% | 0.05% | +12.8% |
| Q3 2018 | $403,000 | +8.9% | 2,273 | 0.0% | 0.05% | +11.9% |
| Q2 2018 | $370,000 | +5.7% | 2,273 | +0.6% | 0.04% | +5.0% |
| Q1 2018 | $350,000 | -3.6% | 2,260 | -5.0% | 0.04% | -2.4% |
| Q4 2017 | $363,000 | +6.5% | 2,379 | 0.0% | 0.04% | +7.9% |
| Q3 2017 | $341,000 | +4.6% | 2,379 | 0.0% | 0.04% | +2.7% |
| Q2 2017 | $326,000 | +4.2% | 2,379 | 0.0% | 0.04% | +8.8% |
| Q1 2017 | $313,000 | -0.6% | 2,379 | -8.1% | 0.03% | -8.1% |
| Q4 2016 | $315,000 | -16.4% | 2,590 | -16.3% | 0.04% | -11.9% |
| Q3 2016 | $377,000 | +4.4% | 3,095 | 0.0% | 0.04% | +2.4% |
| Q2 2016 | $361,000 | -7.9% | 3,095 | -8.5% | 0.04% | -10.9% |
| Q1 2016 | $392,000 | -19.5% | 3,383 | -19.6% | 0.05% | -23.3% |
| Q4 2015 | $487,000 | -11.5% | 4,207 | -17.5% | 0.06% | -10.4% |
| Q3 2015 | $550,000 | -20.7% | 5,101 | -16.3% | 0.07% | -18.3% |
| Q2 2015 | $694,000 | -39.1% | 6,092 | -39.0% | 0.08% | -39.3% |
| Q1 2015 | $1,139,000 | +177.8% | 9,994 | +171.9% | 0.14% | +141.1% |
| Q4 2014 | $410,000 | +4.3% | 3,676 | 0.0% | 0.06% | -1.8% |
| Q3 2014 | $393,000 | +1.6% | 3,676 | 0.0% | 0.06% | 0.0% |
| Q2 2014 | $387,000 | +3.5% | 3,676 | -1.8% | 0.06% | -3.4% |
| Q1 2014 | $374,000 | +7.5% | 3,742 | +6.2% | 0.06% | +1.7% |
| Q4 2013 | $348,000 | +10.5% | 3,522 | 0.0% | 0.06% | +7.4% |
| Q3 2013 | $315,000 | +6.1% | 3,522 | -0.5% | 0.05% | 0.0% |
| Q2 2013 | $297,000 | – | 3,538 | – | 0.05% | – |
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% |