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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $949,000 | -8.8% | 12,428 | 0.0% | 0.22% | -4.0% |
| Q4 2021 | $1,040,000 | +3.0% | 12,428 | 0.0% | 0.23% | +4.1% |
| Q3 2021 | $1,010,000 | -72.5% | 12,428 | -75.4% | 0.22% | -84.9% |
| Q2 2021 | $3,669,000 | +353.5% | 50,441 | +305.9% | 1.44% | +612.4% |
| Q1 2021 | $809,000 | +2.0% | 12,428 | 0.0% | 0.20% | -9.0% |
| Q4 2020 | $793,000 | +10.4% | 12,428 | +300.0% | 0.22% | -4.3% |
| Q3 2020 | $718,000 | -2.3% | 3,107 | -12.2% | 0.23% | -10.8% |
| Q2 2020 | $735,000 | +25.9% | 3,540 | 0.0% | 0.26% | +0.8% |
| Q1 2020 | $584,000 | -14.7% | 3,540 | 0.0% | 0.26% | +7.5% |
| Q4 2019 | $685,000 | +7.5% | 3,540 | 0.0% | 0.24% | +4.8% |
| Q3 2019 | $637,000 | +0.3% | 3,540 | 0.0% | 0.23% | -2.6% |
| Q2 2019 | $635,000 | +4.1% | 3,540 | 0.0% | 0.24% | +4.9% |
| Q1 2019 | $610,000 | +14.4% | 3,540 | 0.0% | 0.22% | -5.5% |
| Q4 2018 | $533,000 | -15.0% | 3,540 | 0.0% | 0.24% | -4.4% |
| Q3 2018 | $627,000 | +8.9% | 3,540 | 0.0% | 0.25% | +2.1% |
| Q2 2018 | $576,000 | +4.9% | 3,540 | 0.0% | 0.24% | +9.5% |
| Q1 2018 | $549,000 | +1.5% | 3,540 | 0.0% | 0.22% | +15.6% |
| Q4 2017 | $541,000 | +6.5% | 3,540 | 0.0% | 0.19% | -23.5% |
| Q3 2017 | $508,000 | +5.0% | 3,540 | 0.0% | 0.25% | +10.6% |
| Q2 2017 | $484,000 | – | 3,540 | – | 0.23% | – |
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% |