ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $16,000 | +220.0% | 248 | +1027.3% | 0.00% | +100.0% |
Q2 2020 | $5,000 | -97.4% | 22 | -97.8% | 0.00% | -96.7% |
Q4 2019 | $192,000 | +11.0% | 992 | +3.4% | 0.03% | +3.4% |
Q3 2019 | $173,000 | +0.6% | 959 | 0.0% | 0.03% | -3.3% |
Q2 2019 | $172,000 | -6.0% | 959 | -9.5% | 0.03% | -11.8% |
Q1 2019 | $183,000 | +14.4% | 1,060 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $160,000 | -45.2% | 1,060 | -35.8% | 0.03% | -42.4% |
Q3 2018 | $292,000 | +9.0% | 1,650 | 0.0% | 0.06% | 0.0% |
Q2 2018 | $268,000 | +4.7% | 1,650 | 0.0% | 0.06% | -1.7% |
Q1 2018 | $256,000 | +1.6% | 1,650 | 0.0% | 0.06% | -15.5% |
Q4 2017 | $252,000 | +6.3% | 1,650 | 0.0% | 0.07% | -2.7% |
Q3 2017 | $237,000 | +4.9% | 1,650 | 0.0% | 0.07% | -1.4% |
Q2 2017 | $226,000 | +4.1% | 1,650 | 0.0% | 0.07% | +12.1% |
Q1 2017 | $217,000 | +68.2% | 1,650 | +55.7% | 0.07% | +57.1% |
Q4 2016 | $129,000 | 0.0% | 1,060 | 0.0% | 0.04% | +10.5% |
Q3 2016 | $129,000 | +4.0% | 1,060 | 0.0% | 0.04% | +5.6% |
Q2 2016 | $124,000 | +0.8% | 1,060 | 0.0% | 0.04% | -2.7% |
Q1 2016 | $123,000 | – | 1,060 | – | 0.04% | – |
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% |