ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 554 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $4,882,172 | +1.8% | 52,757 | -7.1% | 0.27% | -1.1% |
| Q1 2024 | $4,794,192 | -6.0% | 56,776 | -16.4% | 0.27% | -14.5% |
| Q4 2023 | $5,101,482 | -61.0% | 67,929 | -64.5% | 0.32% | -62.9% |
| Q3 2023 | $13,092,328 | +150.6% | 191,352 | +158.1% | 0.86% | +74.5% |
| Q2 2023 | $5,224,409 | +8.5% | 74,126 | -1.6% | 0.49% | -2.2% |
| Q1 2023 | $4,814,931 | +6.8% | 75,363 | -2.3% | 0.50% | +3.1% |
| Q4 2022 | $4,510,330 | +20.5% | 77,100 | +19.1% | 0.49% | -63.3% |
| Q3 2022 | $3,744,000 | +5.1% | 64,719 | +9.6% | 1.33% | +13.2% |
| Q2 2022 | $3,562,000 | +24.5% | 59,029 | +57.5% | 1.17% | +46.7% |
| Q1 2022 | $2,862,000 | -5.7% | 37,477 | +3.3% | 0.80% | -30.7% |
| Q4 2021 | $3,036,000 | +8.5% | 36,289 | -4.2% | 1.15% | -9.1% |
| Q3 2021 | $2,799,000 | +1.1% | 37,874 | -0.5% | 1.27% | +1.3% |
| Q2 2021 | $2,769,000 | +11.1% | 38,076 | -0.6% | 1.25% | +2.5% |
| Q1 2021 | $2,493,000 | -6.7% | 38,294 | -8.5% | 1.22% | -7.4% |
| Q4 2020 | $2,672,000 | +10.7% | 41,864 | +301.0% | 1.32% | -5.8% |
| Q3 2020 | $2,413,000 | -0.5% | 10,441 | -10.6% | 1.40% | -8.4% |
| Q2 2020 | $2,424,000 | -18.1% | 11,683 | -34.9% | 1.53% | -23.9% |
| Q1 2020 | $2,961,000 | -10.2% | 17,941 | +5.3% | 2.01% | -15.8% |
| Q4 2019 | $3,298,000 | +6.3% | 17,031 | -1.2% | 2.39% | -7.6% |
| Q3 2019 | $3,103,000 | +3.7% | 17,237 | +3.3% | 2.59% | +2.0% |
| Q2 2019 | $2,992,000 | +6.6% | 16,691 | +2.5% | 2.54% | +0.2% |
| Q1 2019 | $2,807,000 | +18.1% | 16,283 | +3.2% | 2.53% | +17.0% |
| Q4 2018 | $2,377,000 | -30.3% | 15,778 | -18.1% | 2.16% | -24.4% |
| Q3 2018 | $3,411,000 | +28.0% | 19,255 | +17.5% | 2.86% | +22.6% |
| Q2 2018 | $2,665,000 | +13.6% | 16,392 | +8.4% | 2.34% | +9.6% |
| Q1 2018 | $2,346,000 | +27.5% | 15,128 | +17.9% | 2.13% | -11.7% |
| Q4 2017 | $1,840,000 | 0.0% | 12,832 | 0.0% | 2.41% | +26.1% |
| Q3 2017 | $1,840,000 | +4.0% | 12,832 | -0.8% | 1.92% | -4.1% |
| Q2 2017 | $1,770,000 | +4.4% | 12,936 | +0.4% | 2.00% | +14.6% |
| Q1 2017 | $1,695,000 | +22.0% | 12,885 | +13.0% | 1.74% | +23.1% |
| Q4 2016 | $1,389,000 | – | 11,401 | – | 1.42% | – |
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% |