ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 828 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $6,131,104 | +11.2% | 66,253 | +1.5% | 0.92% | +0.2% |
Q1 2024 | $5,513,980 | +10.9% | 65,301 | -1.3% | 0.92% | +4.3% |
Q4 2023 | $4,969,994 | +7.5% | 66,178 | -2.0% | 0.88% | -18.1% |
Q3 2023 | $4,622,264 | -4.2% | 67,557 | -1.4% | 1.07% | +2.6% |
Q2 2023 | $4,827,401 | +7.8% | 68,493 | -2.3% | 1.04% | +2.6% |
Q1 2023 | $4,479,105 | +9.1% | 70,107 | -0.1% | 1.02% | +4.3% |
Q4 2022 | $4,106,363 | -2.3% | 70,194 | -3.4% | 0.98% | -7.8% |
Q3 2022 | $4,205,000 | +22.3% | 72,682 | +27.5% | 1.06% | +26.9% |
Q2 2022 | $3,439,000 | -17.9% | 56,984 | +3.9% | 0.84% | -2.1% |
Q1 2022 | $4,187,000 | -17.1% | 54,825 | -9.1% | 0.85% | -10.9% |
Q4 2021 | $5,049,000 | +154.7% | 60,339 | +125.0% | 0.96% | +117.5% |
Q3 2021 | $1,982,000 | +96.4% | 26,819 | +93.3% | 0.44% | +93.8% |
Q2 2021 | $1,009,000 | +11.7% | 13,872 | 0.0% | 0.23% | +10.7% |
Q1 2021 | $903,000 | +2.0% | 13,872 | 0.0% | 0.20% | -10.1% |
Q4 2020 | $885,000 | +7.0% | 13,872 | +287.8% | 0.23% | -6.6% |
Q3 2020 | $827,000 | +11.5% | 3,577 | 0.0% | 0.24% | +6.1% |
Q2 2020 | $742,000 | +25.8% | 3,577 | 0.0% | 0.23% | +6.0% |
Q1 2020 | $590,000 | -14.9% | 3,577 | 0.0% | 0.22% | +20.6% |
Q4 2019 | $693,000 | +7.6% | 3,577 | 0.0% | 0.18% | -3.2% |
Q3 2019 | $644,000 | +0.5% | 3,577 | 0.0% | 0.19% | +0.5% |
Q2 2019 | $641,000 | +3.9% | 3,577 | 0.0% | 0.18% | +1.6% |
Q1 2019 | $617,000 | +14.5% | 3,577 | 0.0% | 0.18% | +32.8% |
Q4 2018 | $539,000 | -15.0% | 3,577 | 0.0% | 0.14% | -27.5% |
Q3 2018 | $634,000 | +8.9% | 3,577 | 0.0% | 0.19% | -28.1% |
Q2 2018 | $582,000 | +3.2% | 3,577 | -1.7% | 0.26% | -9.0% |
Q1 2018 | $564,000 | +1.4% | 3,638 | 0.0% | 0.29% | -8.5% |
Q4 2017 | $556,000 | – | 3,638 | – | 0.32% | – |
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% |