ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,093 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $836,562 | +9.6% | 9,040 | 0.0% | 0.25% | +9.3% |
Q1 2024 | $763,338 | +6.9% | 9,040 | -4.9% | 0.23% | -3.4% |
Q4 2023 | $713,901 | +9.8% | 9,506 | 0.0% | 0.23% | +1.3% |
Q3 2023 | $650,401 | -2.9% | 9,506 | 0.0% | 0.23% | +0.9% |
Q2 2023 | $669,983 | +9.9% | 9,506 | -0.4% | 0.23% | +2.2% |
Q1 2023 | $609,830 | +108410.7% | 9,545 | -0.7% | 0.22% | +3.7% |
Q4 2022 | $562 | -99.9% | 9,611 | +5.5% | 0.22% | -5.3% |
Q3 2022 | $527,000 | -4.2% | 9,111 | 0.0% | 0.23% | +0.9% |
Q2 2022 | $550,000 | -23.7% | 9,111 | -3.4% | 0.23% | -9.6% |
Q1 2022 | $721,000 | -13.3% | 9,436 | -5.1% | 0.25% | -15.0% |
Q4 2021 | $832,000 | +35.3% | 9,947 | +19.6% | 0.29% | +19.5% |
Q3 2021 | $615,000 | +1.7% | 8,320 | 0.0% | 0.25% | -10.9% |
Q2 2021 | $605,000 | +11.6% | 8,320 | 0.0% | 0.28% | +4.9% |
Q1 2021 | $542,000 | +1.1% | 8,320 | -0.9% | 0.26% | -20.3% |
Q4 2020 | $536,000 | +10.5% | 8,396 | +300.0% | 0.33% | -3.5% |
Q3 2020 | $485,000 | -1.8% | 2,099 | -11.9% | 0.34% | -6.8% |
Q2 2020 | $494,000 | +23.2% | 2,382 | -1.9% | 0.37% | +7.0% |
Q1 2020 | $401,000 | -15.9% | 2,427 | -1.4% | 0.34% | +3.6% |
Q4 2019 | $477,000 | +139.7% | 2,461 | +122.1% | 0.33% | +190.4% |
Q3 2019 | $199,000 | -5.2% | 1,108 | -5.4% | 0.11% | -3.4% |
Q2 2019 | $210,000 | +4.0% | 1,171 | 0.0% | 0.12% | +0.9% |
Q1 2019 | $202,000 | +55.4% | 1,171 | +35.5% | 0.12% | +46.2% |
Q4 2018 | $130,000 | +10.2% | 864 | -3.4% | 0.08% | -3.6% |
Q1 2017 | $118,000 | – | 894 | – | 0.08% | – |
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% |