ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 706 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $4,343,000 | -35.3% | 51,210 | -43.6% | 0.23% | -38.4% |
Q3 2021 | $6,716,000 | +61.7% | 90,878 | +59.1% | 0.38% | +59.6% |
Q2 2021 | $4,154,000 | +8.7% | 57,125 | -2.7% | 0.24% | 0.0% |
Q1 2021 | $3,823,000 | -9.2% | 58,717 | -11.0% | 0.24% | -16.1% |
Q4 2020 | $4,209,000 | +0.3% | 65,954 | +263.0% | 0.28% | -13.6% |
Q3 2020 | $4,198,000 | +7.6% | 18,167 | -3.4% | 0.32% | -0.6% |
Q2 2020 | $3,903,000 | +25.1% | 18,811 | -0.5% | 0.33% | +6.5% |
Q1 2020 | $3,120,000 | +305.2% | 18,907 | +375.3% | 0.31% | +401.6% |
Q4 2019 | $770,000 | +84.2% | 3,978 | +71.0% | 0.06% | +64.9% |
Q3 2019 | $418,000 | +0.7% | 2,326 | +0.4% | 0.04% | +2.8% |
Q2 2019 | $415,000 | -0.5% | 2,317 | -4.4% | 0.04% | -7.7% |
Q1 2019 | $417,000 | +7.8% | 2,423 | -4.5% | 0.04% | -9.3% |
Q4 2018 | $387,000 | -36.1% | 2,536 | -25.9% | 0.04% | -32.8% |
Q3 2018 | $606,000 | +10.4% | 3,423 | +1.3% | 0.06% | +8.5% |
Q2 2018 | $549,000 | +20.1% | 3,378 | +14.6% | 0.06% | +18.0% |
Q1 2018 | $457,000 | +1.6% | 2,948 | 0.0% | 0.05% | +2.0% |
Q4 2017 | $450,000 | +2.3% | 2,948 | -2.7% | 0.05% | -2.0% |
Q3 2017 | $440,000 | +9.2% | 3,030 | +2.8% | 0.05% | +2.0% |
Q2 2017 | $403,000 | +4.1% | 2,948 | 0.0% | 0.05% | 0.0% |
Q1 2017 | $387,000 | +7.8% | 2,948 | 0.0% | 0.05% | -3.9% |
Q4 2016 | $359,000 | -0.3% | 2,948 | -0.6% | 0.05% | -5.6% |
Q3 2016 | $360,000 | +4.3% | 2,965 | 0.0% | 0.05% | -6.9% |
Q2 2016 | $345,000 | +0.6% | 2,965 | 0.0% | 0.06% | -9.4% |
Q1 2016 | $343,000 | 0.0% | 2,965 | 0.0% | 0.06% | -9.9% |
Q4 2015 | $343,000 | +1.8% | 2,965 | 0.0% | 0.07% | -5.3% |
Q3 2015 | $337,000 | +18.7% | 2,965 | +18.7% | 0.08% | +17.2% |
Q2 2015 | $284,000 | +879.3% | 2,497 | +875.4% | 0.06% | +392.3% |
Q1 2015 | $29,000 | -40.8% | 256 | -41.3% | 0.01% | -58.1% |
Q4 2014 | $49,000 | -14.0% | 436 | -15.5% | 0.03% | +72.2% |
Q3 2014 | $57,000 | +5.6% | 516 | 0.0% | 0.02% | +20.0% |
Q2 2014 | $54,000 | +22.7% | 516 | +18.3% | 0.02% | +7.1% |
Q1 2014 | $44,000 | +2.3% | 436 | 0.0% | 0.01% | -6.7% |
Q4 2013 | $43,000 | +126.3% | 436 | +96.4% | 0.02% | +114.3% |
Q3 2013 | $19,000 | – | 222 | 0.0% | 0.01% | – |
Q2 2013 | $0 | – | 222 | – | 0.00% | – |
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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% |