ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 576 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $232,513 | +9.6% | 2,513 | +0.0% | 0.02% | 0.0% |
Q1 2024 | $212,123 | -10.5% | 2,512 | -19.2% | 0.02% | -36.7% |
Q1 2022 | $237,000 | -7.4% | 3,108 | +1.4% | 0.03% | -3.2% |
Q4 2021 | $256,000 | +13.3% | 3,064 | 0.0% | 0.03% | 0.0% |
Q3 2021 | $226,000 | +9.2% | 3,064 | +185.8% | 0.03% | -47.5% |
Q4 2019 | $207,000 | -8.4% | 1,072 | -18.0% | 0.06% | -11.9% |
Q1 2019 | $226,000 | -8.5% | 1,308 | -20.3% | 0.07% | -15.2% |
Q4 2018 | $247,000 | -15.7% | 1,641 | -1.0% | 0.08% | -7.1% |
Q3 2018 | $293,000 | +13.6% | 1,657 | +5.1% | 0.08% | +3.7% |
Q2 2018 | $258,000 | -4.1% | 1,577 | -11.2% | 0.08% | -9.9% |
Q1 2018 | $269,000 | -5.9% | 1,776 | -1.7% | 0.09% | +2.2% |
Q4 2017 | $286,000 | +18.7% | 1,806 | +8.6% | 0.09% | -2.2% |
Q3 2017 | $241,000 | +5.2% | 1,663 | -4.9% | 0.09% | -17.3% |
Q1 2017 | $229,000 | +8.5% | 1,748 | +3.0% | 0.11% | -10.6% |
Q4 2016 | $211,000 | – | 1,697 | – | 0.12% | – |
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% |