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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $92,385 | +9.2% | 1,446 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $84,591 | +0.7% | 1,446 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $84,000 | -28.2% | 1,446 | -25.2% | 0.01% | -22.2% |
| Q2 2022 | $117,000 | -4.9% | 1,932 | +20.1% | 0.02% | 0.0% |
| Q1 2022 | $123,000 | -8.9% | 1,608 | 0.0% | 0.02% | -10.0% |
| Q4 2021 | $135,000 | +8.9% | 1,608 | -4.3% | 0.02% | +5.3% |
| Q3 2021 | $124,000 | -13.3% | 1,680 | -14.4% | 0.02% | -20.8% |
| Q2 2021 | $143,000 | +10.0% | 1,962 | -2.0% | 0.02% | -56.4% |
| Q1 2021 | $130,000 | 0.0% | 2,003 | -1.5% | 0.06% | -5.2% |
| Q4 2020 | $130,000 | -10.3% | 2,034 | +223.4% | 0.06% | +1.8% |
| Q3 2020 | $145,000 | -0.7% | 629 | -10.8% | 0.06% | -8.1% |
| Q2 2020 | $146,000 | +16.8% | 705 | -6.6% | 0.06% | 0.0% |
| Q1 2020 | $125,000 | -26.5% | 755 | -13.9% | 0.06% | -6.1% |
| Q4 2019 | $170,000 | +7.6% | 877 | 0.0% | 0.07% | -5.7% |
| Q3 2019 | $158,000 | +9.7% | 877 | +8.8% | 0.07% | +7.7% |
| Q2 2019 | $144,000 | +23.1% | 806 | +18.5% | 0.06% | +27.5% |
| Q1 2019 | $117,000 | +14.7% | 680 | 0.0% | 0.05% | +4.1% |
| Q4 2018 | $102,000 | -15.0% | 680 | 0.0% | 0.05% | -2.0% |
| Q3 2018 | $120,000 | +8.1% | 680 | 0.0% | 0.05% | +2.0% |
| Q2 2018 | $111,000 | +5.7% | 680 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $105,000 | -48.0% | 680 | -48.5% | 0.05% | -44.9% |
| Q4 2017 | $202,000 | +127.0% | 1,320 | +80.1% | 0.09% | +89.4% |
| Q4 2016 | $89,000 | +368.4% | 733 | +277.8% | 0.05% | +291.7% |
| Q4 2013 | $19,000 | +533.3% | 194 | +454.3% | 0.01% | +500.0% |
| Q3 2013 | $3,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $3,000 | – | 35 | – | 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% |