ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,334,797 | +11.3% | 14,424 | +1.6% | 0.59% | +10.8% |
Q1 2024 | $1,198,795 | +22.0% | 14,197 | +8.5% | 0.54% | +12.4% |
Q4 2023 | $982,909 | +6.1% | 13,088 | -3.3% | 0.48% | -3.6% |
Q3 2023 | $926,270 | -3.1% | 13,538 | -0.2% | 0.50% | +1.6% |
Q2 2023 | $956,061 | +14.9% | 13,565 | +4.2% | 0.49% | +7.0% |
Q1 2023 | $832,039 | +5.2% | 13,023 | -3.6% | 0.46% | -1.7% |
Q4 2022 | $790,628 | +7.9% | 13,515 | +6.6% | 0.46% | -2.5% |
Q3 2022 | $733,000 | -9.2% | 12,674 | -5.2% | 0.48% | +10.2% |
Q2 2022 | $807,000 | -22.0% | 13,372 | -1.4% | 0.43% | -10.0% |
Q1 2022 | $1,035,000 | -9.4% | 13,555 | -0.6% | 0.48% | -0.8% |
Q4 2021 | $1,142,000 | +11.6% | 13,643 | -1.5% | 0.48% | -0.6% |
Q3 2021 | $1,023,000 | -2.5% | 13,847 | -4.0% | 0.49% | -1.0% |
Q2 2021 | $1,049,000 | +9.8% | 14,423 | -1.6% | 0.49% | +3.2% |
Q1 2021 | $955,000 | +1.8% | 14,661 | -0.2% | 0.48% | -4.6% |
Q4 2020 | $938,000 | +8.9% | 14,692 | +294.1% | 0.50% | -6.6% |
Q3 2020 | $861,000 | +7.9% | 3,728 | -3.1% | 0.53% | -2.0% |
Q2 2020 | $798,000 | +41.7% | 3,848 | +12.8% | 0.54% | +11.5% |
Q1 2020 | $563,000 | -2.3% | 3,411 | +14.7% | 0.49% | +24.4% |
Q4 2019 | $576,000 | +1.9% | 2,974 | -5.2% | 0.39% | -4.4% |
Q3 2019 | $565,000 | +0.4% | 3,137 | -0.2% | 0.41% | +0.5% |
Q2 2019 | $563,000 | +3.5% | 3,143 | -0.5% | 0.41% | -1.2% |
Q1 2019 | $544,000 | +14.3% | 3,158 | -0.1% | 0.41% | -2.8% |
Q4 2018 | $476,000 | -15.9% | 3,161 | -1.1% | 0.43% | -0.9% |
Q3 2018 | $566,000 | +6.4% | 3,195 | -2.3% | 0.43% | +0.9% |
Q2 2018 | $532,000 | -3.4% | 3,270 | -7.9% | 0.43% | -3.8% |
Q1 2018 | $551,000 | -1.8% | 3,551 | -3.4% | 0.44% | -0.9% |
Q4 2017 | $561,000 | +1.6% | 3,675 | -4.5% | 0.45% | -4.3% |
Q3 2017 | $552,000 | +4.3% | 3,850 | -0.4% | 0.47% | -1.7% |
Q2 2017 | $529,000 | +7.3% | 3,867 | +3.1% | 0.48% | +3.9% |
Q1 2017 | $493,000 | +6.7% | 3,752 | -1.2% | 0.46% | +1.3% |
Q4 2016 | $462,000 | -1.5% | 3,797 | -1.6% | 0.45% | +4.9% |
Q3 2016 | $469,000 | -4.7% | 3,859 | -8.5% | 0.43% | -6.7% |
Q2 2016 | $492,000 | +6.5% | 4,219 | +5.8% | 0.46% | +0.9% |
Q1 2016 | $462,000 | -8.0% | 3,989 | -8.1% | 0.46% | -10.4% |
Q4 2015 | $502,000 | +4.4% | 4,339 | -2.7% | 0.51% | -3.0% |
Q3 2015 | $481,000 | -3.4% | 4,459 | +1.9% | 0.53% | +3.1% |
Q2 2015 | $498,000 | -7.4% | 4,378 | -7.2% | 0.51% | -8.8% |
Q1 2015 | $538,000 | +17.2% | 4,718 | +14.7% | 0.56% | +13.4% |
Q4 2014 | $459,000 | -4.0% | 4,115 | -8.0% | 0.49% | -7.5% |
Q3 2014 | $478,000 | +3.9% | 4,471 | +2.1% | 0.53% | +4.5% |
Q2 2014 | $460,000 | +10.8% | 4,377 | +5.2% | 0.51% | +9.4% |
Q1 2014 | $415,000 | +4.8% | 4,161 | +3.6% | 0.47% | -0.6% |
Q4 2013 | $396,000 | – | 4,015 | – | 0.47% | – |
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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% |