ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 735 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $40,758,090 | +2.8% | 440,438 | -6.2% | 2.10% | -0.2% |
Q1 2024 | $39,638,039 | +12.2% | 469,423 | -0.2% | 2.11% | +3.9% |
Q4 2023 | $35,338,496 | +8.5% | 470,553 | -1.2% | 2.03% | -8.7% |
Q3 2023 | $32,574,115 | -4.8% | 476,091 | -1.9% | 2.22% | -6.5% |
Q2 2023 | $34,210,819 | +9.5% | 485,398 | -0.7% | 2.38% | +0.8% |
Q1 2023 | $31,228,892 | +9.2% | 488,792 | +0.0% | 2.36% | -2.6% |
Q4 2022 | $28,590,481 | +1.0% | 488,726 | -0.1% | 2.42% | -8.1% |
Q3 2022 | $28,308,000 | -5.0% | 489,327 | -0.9% | 2.64% | +1.3% |
Q2 2022 | $29,790,000 | -20.9% | 493,616 | +0.1% | 2.60% | -9.5% |
Q1 2022 | $37,663,000 | -8.7% | 493,098 | -0.0% | 2.88% | -10.1% |
Q4 2021 | $41,258,000 | +5.1% | 493,100 | -7.2% | 3.20% | -6.4% |
Q3 2021 | $39,254,000 | -1.8% | 531,102 | -3.3% | 3.42% | -2.7% |
Q2 2021 | $39,956,000 | -13.6% | 549,381 | -15.7% | 3.52% | -16.6% |
Q1 2021 | $46,234,000 | +21.7% | 651,864 | +9.5% | 4.22% | +4.6% |
Q4 2020 | $37,980,000 | +7.6% | 595,110 | +289.7% | 4.03% | +3.5% |
Q3 2020 | $35,284,000 | +8.1% | 152,693 | -2.9% | 3.89% | -3.9% |
Q2 2020 | $32,637,000 | +14.1% | 157,294 | -9.2% | 4.05% | -5.2% |
Q1 2020 | $28,604,000 | -14.9% | 173,302 | -0.2% | 4.27% | +15.4% |
Q4 2019 | $33,629,000 | +6.3% | 173,669 | -1.1% | 3.70% | -5.1% |
Q3 2019 | $31,629,000 | +3.5% | 175,686 | +3.1% | 3.90% | +3.4% |
Q2 2019 | $30,557,000 | +8994.3% | 170,480 | +8638.1% | 3.77% | +3180.0% |
Q1 2019 | $336,000 | +13.1% | 1,951 | -1.0% | 0.12% | -10.9% |
Q4 2018 | $297,000 | -18.9% | 1,971 | -4.3% | 0.13% | -20.4% |
Q3 2018 | $366,000 | +8.6% | 2,060 | 0.0% | 0.16% | +0.6% |
Q2 2018 | $337,000 | +8.0% | 2,060 | 0.0% | 0.16% | -9.0% |
Q1 2018 | $312,000 | -4.0% | 2,060 | 0.0% | 0.18% | +1.7% |
Q4 2017 | $325,000 | +0.6% | 2,060 | -7.3% | 0.17% | -8.4% |
Q3 2017 | $323,000 | +3.9% | 2,222 | -1.9% | 0.19% | +0.5% |
Q2 2017 | $311,000 | +4.7% | 2,264 | 0.0% | 0.19% | +4.4% |
Q1 2017 | $297,000 | +5.3% | 2,264 | 0.0% | 0.18% | +0.6% |
Q4 2016 | $282,000 | +6.4% | 2,264 | +3.4% | 0.18% | -5.3% |
Q3 2016 | $265,000 | – | 2,190 | – | 0.19% | – |
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% |