ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 619 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,663 | +10.5% | 123 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,839 | +9.5% | 123 | +0.8% | 0.00% | 0.0% |
| Q4 2022 | $7,159 | -91.3% | 122 | -91.4% | 0.00% | -94.7% |
| Q3 2022 | $82,000 | +6.5% | 1,420 | +11.2% | 0.02% | +11.8% |
| Q2 2022 | $77,000 | -21.4% | 1,277 | 0.0% | 0.02% | -10.5% |
| Q1 2022 | $98,000 | -8.4% | 1,277 | 0.0% | 0.02% | -9.5% |
| Q4 2021 | $107,000 | +98.1% | 1,277 | +76.4% | 0.02% | +75.0% |
| Q3 2021 | $54,000 | +500.0% | 724 | +498.3% | 0.01% | +500.0% |
| Q2 2021 | $9,000 | +28.6% | 121 | +17.5% | 0.00% | 0.0% |
| Q1 2021 | $7,000 | 0.0% | 103 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 103 | +296.2% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | +50.0% | 26 | +4.0% | 0.00% | 0.0% |
| Q1 2018 | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $4,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $4,000 | -20.0% | 25 | – | 0.00% | -33.3% |
| Q3 2015 | $5,000 | +66.7% | 0 | -100.0% | 0.00% | +50.0% |
| Q3 2014 | $3,000 | – | 23 | – | 0.00% | – |
| Q2 2014 | $0 | – | 0 | – | 0.00% | – |
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% |