ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,406,820 | 0.0% | 19,961 | 0.0% | 0.03% | 0.0% |
Q2 2023 | $1,406,820 | +15.8% | 19,961 | +5.0% | 0.03% | +3.4% |
Q1 2023 | $1,214,713 | +9.2% | 19,013 | 0.0% | 0.03% | +3.6% |
Q4 2022 | $1,112,235 | -1.2% | 19,013 | -2.3% | 0.03% | -9.7% |
Q3 2022 | $1,126,000 | -5.1% | 19,459 | -1.1% | 0.03% | 0.0% |
Q2 2022 | $1,187,000 | -23.1% | 19,667 | -2.6% | 0.03% | -6.1% |
Q1 2022 | $1,543,000 | +99.6% | 20,202 | +118.8% | 0.03% | +106.2% |
Q4 2021 | $773,000 | +198.5% | 9,233 | +411.0% | 0.02% | +60.0% |
Q3 2017 | $259,000 | -27.5% | 1,807 | -30.7% | 0.01% | -28.6% |
Q2 2017 | $357,000 | +33.7% | 2,607 | +18.8% | 0.01% | +27.3% |
Q4 2016 | $267,000 | – | 2,195 | – | 0.01% | – |
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% |