ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 706 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,728,626 | +9.4% | 61,904 | -0.2% | 1.20% | +8.0% |
| Q1 2024 | $5,237,969 | +12.5% | 62,032 | +0.0% | 1.11% | +0.6% |
| Q4 2023 | $4,657,497 | +9.9% | 62,017 | +0.1% | 1.11% | -2.9% |
| Q3 2023 | $4,239,614 | -2.9% | 61,965 | +0.1% | 1.14% | -1.2% |
| Q2 2023 | $4,364,145 | +8.8% | 61,912 | -1.4% | 1.15% | +4.4% |
| Q1 2023 | $4,011,690 | +10.6% | 62,791 | +1.3% | 1.10% | +0.8% |
| Q4 2022 | $3,626,545 | +2.0% | 61,992 | +0.9% | 1.10% | -8.3% |
| Q3 2022 | $3,556,000 | -4.8% | 61,467 | -0.7% | 1.19% | -3.2% |
| Q2 2022 | $3,737,000 | -20.7% | 61,929 | +0.4% | 1.23% | -11.6% |
| Q1 2022 | $4,714,000 | -8.4% | 61,713 | +0.3% | 1.40% | -6.1% |
| Q4 2021 | $5,148,000 | +12.6% | 61,523 | -0.5% | 1.48% | -1.7% |
| Q3 2021 | $4,572,000 | +1.2% | 61,863 | -0.4% | 1.51% | -5.7% |
| Q2 2021 | $4,518,000 | +11.7% | 62,116 | +0.0% | 1.60% | -2.6% |
| Q1 2021 | $4,043,000 | +4.0% | 62,092 | +1.9% | 1.64% | -3.9% |
| Q4 2020 | $3,889,000 | +10.4% | 60,941 | +299.8% | 1.71% | -5.2% |
| Q3 2020 | $3,523,000 | +11.3% | 15,244 | -0.1% | 1.80% | +7.1% |
| Q2 2020 | $3,166,000 | +86.1% | 15,258 | +48.1% | 1.69% | +52.9% |
| Q1 2020 | $1,701,000 | -2.2% | 10,304 | +14.8% | 1.10% | +11.0% |
| Q4 2019 | $1,739,000 | +6.7% | 8,979 | -0.9% | 0.99% | -0.4% |
| Q3 2019 | $1,630,000 | +0.9% | 9,056 | +0.5% | 1.00% | -2.3% |
| Q2 2019 | $1,615,000 | +2.1% | 9,008 | +0.4% | 1.02% | -3.4% |
| Q1 2019 | $1,582,000 | +33.2% | 8,971 | +13.8% | 1.06% | +12.4% |
| Q4 2018 | $1,188,000 | -18.2% | 7,884 | -3.9% | 0.94% | -11.2% |
| Q3 2018 | $1,453,000 | +0.6% | 8,203 | -7.6% | 1.06% | -9.4% |
| Q2 2018 | $1,444,000 | -3.3% | 8,882 | -7.8% | 1.17% | -5.1% |
| Q1 2018 | $1,493,000 | -6.2% | 9,629 | -7.5% | 1.23% | -14.3% |
| Q4 2017 | $1,591,000 | – | 10,414 | – | 1.44% | – |
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% |