ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $812,214 | +21.7% | 11,871 | +25.4% | 0.03% | +27.3% |
| Q2 2023 | $667,164 | +10.3% | 9,466 | 0.0% | 0.02% | +4.8% |
| Q1 2023 | $604,783 | +9.2% | 9,466 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $553,761 | +8.6% | 9,466 | +7.4% | 0.02% | -4.5% |
| Q3 2022 | $510,000 | +3.9% | 8,815 | +8.5% | 0.02% | +4.8% |
| Q2 2022 | $491,000 | -14.8% | 8,128 | -4.2% | 0.02% | -8.7% |
| Q1 2022 | $576,000 | -16.5% | 8,481 | +2.8% | 0.02% | -4.2% |
| Q4 2021 | $690,000 | +5.0% | 8,251 | -7.2% | 0.02% | -7.7% |
| Q3 2021 | $657,000 | +1.5% | 8,891 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $647,000 | +3.4% | 8,891 | -7.5% | 0.02% | -7.4% |
| Q1 2021 | $626,000 | -7.4% | 9,611 | -9.3% | 0.03% | -15.6% |
| Q4 2020 | $676,000 | +10.8% | 10,592 | +301.2% | 0.03% | -3.0% |
| Q3 2020 | $610,000 | +11.3% | 2,640 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $548,000 | +25.7% | 2,640 | 0.0% | 0.03% | +3.1% |
| Q1 2020 | $436,000 | -3.8% | 2,640 | +12.8% | 0.03% | +18.5% |
| Q4 2019 | $453,000 | +7.9% | 2,341 | +0.3% | 0.03% | 0.0% |
| Q3 2019 | $420,000 | -0.7% | 2,333 | -1.1% | 0.03% | 0.0% |
| Q2 2019 | $423,000 | +6.8% | 2,359 | +2.6% | 0.03% | +3.8% |
| Q1 2019 | $396,000 | +14.1% | 2,300 | 0.0% | 0.03% | +8.3% |
| Q4 2018 | $347,000 | -17.0% | 2,300 | -2.5% | 0.02% | -4.0% |
| Q3 2018 | $418,000 | +8.6% | 2,360 | -0.4% | 0.02% | -19.4% |
| Q2 2018 | $385,000 | +4.1% | 2,370 | -0.7% | 0.03% | +3.3% |
| Q1 2018 | $370,000 | +0.3% | 2,387 | -1.2% | 0.03% | +3.4% |
| Q4 2017 | $369,000 | +14.2% | 2,417 | +7.2% | 0.03% | +7.4% |
| Q3 2017 | $323,000 | -9.3% | 2,255 | -13.3% | 0.03% | -12.9% |
| Q2 2017 | $356,000 | +32.3% | 2,600 | +27.1% | 0.03% | +34.8% |
| Q1 2017 | $269,000 | +8.0% | 2,045 | 0.0% | 0.02% | +4.5% |
| Q4 2016 | $249,000 | -1.2% | 2,045 | -1.2% | 0.02% | -8.3% |
| Q3 2016 | $252,000 | +4.6% | 2,070 | 0.0% | 0.02% | -4.0% |
| Q2 2016 | $241,000 | -41.5% | 2,070 | -41.8% | 0.02% | -50.0% |
| Q1 2016 | $412,000 | +61.6% | 3,558 | +61.7% | 0.05% | +100.0% |
| Q4 2015 | $255,000 | +7.6% | 2,200 | 0.0% | 0.02% | -26.5% |
| Q3 2015 | $237,000 | -5.2% | 2,200 | 0.0% | 0.03% | +36.0% |
| Q2 2015 | $250,000 | -2.3% | 2,200 | -2.1% | 0.02% | 0.0% |
| Q1 2015 | $256,000 | +4.1% | 2,248 | +2.2% | 0.02% | 0.0% |
| Q4 2014 | $246,000 | +4.7% | 2,200 | 0.0% | 0.02% | -3.8% |
| Q3 2014 | $235,000 | +1.7% | 2,200 | 0.0% | 0.03% | +4.0% |
| Q2 2014 | $231,000 | +5.0% | 2,200 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $220,000 | +1.4% | 2,200 | 0.0% | 0.02% | -3.8% |
| Q4 2013 | $217,000 | – | 2,200 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |