ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $439,000 | +3.3% | 6,739 | +1.3% | 0.13% | -10.6% |
| Q4 2020 | $425,000 | +10.7% | 6,652 | +300.0% | 0.14% | -1.4% |
| Q3 2020 | $384,000 | +11.3% | 1,663 | 0.0% | 0.14% | +0.7% |
| Q2 2020 | $345,000 | +31.2% | 1,663 | +4.4% | 0.14% | +7.5% |
| Q1 2020 | $263,000 | -15.7% | 1,593 | -1.2% | 0.13% | +5.6% |
| Q4 2019 | $312,000 | +9.9% | 1,613 | +2.3% | 0.13% | +7.7% |
| Q3 2019 | $284,000 | +0.4% | 1,577 | 0.0% | 0.12% | -1.7% |
| Q2 2019 | $283,000 | +5.2% | 1,577 | +1.0% | 0.12% | +10.2% |
| Q1 2019 | $269,000 | +26.3% | 1,562 | +10.6% | 0.11% | +22.7% |
| Q4 2018 | $213,000 | -3.6% | 1,412 | +3.9% | 0.09% | -2.2% |
| Q3 2018 | $221,000 | -4.7% | 1,359 | -4.9% | 0.09% | +2.3% |
| Q2 2018 | $232,000 | +41.5% | 1,429 | +35.3% | 0.09% | +44.3% |
| Q1 2018 | $164,000 | +228.0% | 1,056 | +224.9% | 0.06% | +238.9% |
| Q4 2017 | $50,000 | +6.4% | 325 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $47,000 | +6.8% | 325 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $44,000 | +2.3% | 325 | 0.0% | 0.02% | -5.3% |
| Q1 2017 | $43,000 | +7.5% | 325 | 0.0% | 0.02% | +5.6% |
| Q4 2016 | $40,000 | 0.0% | 325 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $40,000 | +5.3% | 325 | 0.0% | 0.02% | +5.6% |
| Q2 2016 | $38,000 | +2.7% | 325 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $37,000 | 0.0% | 325 | 0.0% | 0.02% | +12.5% |
| Q4 2015 | $37,000 | – | 325 | – | 0.02% | – |
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% |