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 | $9,889,242 | +9.3% | 106,865 | -0.3% | 7.20% | +9.3% |
Q1 2024 | $9,046,302 | +11.9% | 107,133 | -0.5% | 6.59% | +5.6% |
Q4 2023 | $8,084,950 | +9.0% | 107,656 | -0.7% | 6.24% | -9.1% |
Q3 2023 | $7,418,121 | -6.3% | 108,420 | -3.5% | 6.86% | +1.5% |
Q2 2023 | $7,916,720 | +8.6% | 112,326 | -1.5% | 6.76% | +6.3% |
Q1 2023 | $7,286,609 | +8.1% | 114,049 | -1.0% | 6.36% | +5.0% |
Q4 2022 | $6,740,491 | +2.6% | 115,222 | +1.5% | 6.06% | -8.0% |
Q3 2022 | $6,569,209 | -6.5% | 113,556 | -2.4% | 6.58% | +0.5% |
Q2 2022 | $7,024,000 | -20.4% | 116,383 | +0.7% | 6.55% | +0.2% |
Q1 2022 | $8,823,000 | -6.5% | 115,521 | +2.5% | 6.54% | -2.7% |
Q4 2021 | $9,432,000 | +12.2% | 112,732 | -0.9% | 6.72% | +3.4% |
Q3 2021 | $8,407,000 | +0.2% | 113,749 | -1.4% | 6.50% | +2.8% |
Q2 2021 | $8,394,000 | +9.4% | 115,415 | -2.1% | 6.32% | +6.1% |
Q1 2021 | $7,673,000 | +2.2% | 117,846 | +0.2% | 5.96% | +3.5% |
Q4 2020 | $7,508,000 | +8.1% | 117,636 | +291.4% | 5.76% | -1.6% |
Q3 2020 | $6,945,000 | -13.7% | 30,057 | -22.5% | 5.85% | -9.1% |
Q2 2020 | $8,048,000 | +17.7% | 38,789 | -6.4% | 6.44% | +5.4% |
Q1 2020 | $6,837,000 | -11.6% | 41,423 | +3.7% | 6.11% | +13.5% |
Q4 2019 | $7,732,000 | +4.0% | 39,929 | -3.3% | 5.38% | -2.5% |
Q3 2019 | $7,432,000 | +9.7% | 41,282 | +9.2% | 5.52% | +8.3% |
Q2 2019 | $6,775,000 | +5.2% | 37,798 | +1.2% | 5.10% | +1.6% |
Q1 2019 | $6,439,000 | +21.9% | 37,361 | +6.6% | 5.02% | +6.9% |
Q4 2018 | $5,281,000 | -12.9% | 35,050 | +2.4% | 4.69% | -13.9% |
Q3 2018 | $6,065,000 | +11.0% | 34,230 | +1.9% | 5.45% | +2.2% |
Q2 2018 | $5,463,000 | +4.5% | 33,596 | -0.4% | 5.33% | +3.3% |
Q1 2018 | $5,228,000 | -1.2% | 33,717 | -2.7% | 5.16% | +0.6% |
Q4 2017 | $5,292,000 | – | 34,639 | – | 5.13% | – |
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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% |