ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,190,202 | -3.0% | 412,017 | -0.0% | 5.90% | +4.7% |
| Q2 2023 | $29,047,204 | +8.4% | 412,134 | -1.7% | 5.64% | +4.6% |
| Q1 2023 | $26,792,208 | +10.8% | 419,349 | +1.4% | 5.39% | -3.9% |
| Q4 2022 | $24,186,826 | -1.8% | 413,450 | -2.9% | 5.61% | -1.8% |
| Q3 2022 | $24,639,000 | +2.3% | 425,928 | +6.7% | 5.71% | +7.1% |
| Q2 2022 | $24,092,000 | -21.1% | 399,213 | -0.1% | 5.33% | -9.7% |
| Q1 2022 | $30,519,000 | -8.2% | 399,567 | +0.6% | 5.90% | -9.2% |
| Q4 2021 | $33,246,000 | +15.7% | 397,355 | +2.2% | 6.51% | +8.9% |
| Q3 2021 | $28,734,000 | +49.4% | 388,767 | +47.0% | 5.97% | +8.3% |
| Q2 2021 | $19,229,000 | +12.4% | 264,393 | +0.6% | 5.52% | +26.9% |
| Q1 2021 | $17,106,000 | +1.1% | 262,730 | -0.9% | 4.35% | -6.1% |
| Q4 2020 | $16,922,000 | +6.2% | 265,159 | +284.7% | 4.63% | -23.8% |
| Q3 2020 | $15,930,000 | +8.6% | 68,935 | -2.5% | 6.08% | +2.0% |
| Q2 2020 | $14,664,000 | +16.2% | 70,670 | -7.6% | 5.96% | +14.4% |
| Q1 2020 | $12,619,000 | -9.4% | 76,454 | +6.3% | 5.21% | +9.3% |
| Q4 2019 | $13,926,000 | +6.2% | 71,916 | -1.3% | 4.76% | -4.3% |
| Q3 2019 | $13,112,000 | +1.3% | 72,833 | +0.9% | 4.98% | -3.8% |
| Q2 2019 | $12,943,000 | +2.3% | 72,210 | -1.7% | 5.18% | +3.9% |
| Q1 2019 | $12,655,000 | +33.5% | 73,424 | +16.7% | 4.98% | -5.7% |
| Q4 2018 | $9,476,000 | -16.8% | 62,895 | -2.2% | 5.28% | -0.1% |
| Q3 2018 | $11,396,000 | +26.7% | 64,324 | +16.3% | 5.29% | +13.0% |
| Q2 2018 | $8,992,000 | +1.5% | 55,297 | -3.2% | 4.68% | +0.1% |
| Q1 2018 | $8,859,000 | -3.5% | 57,125 | -4.9% | 4.67% | +53.6% |
| Q4 2017 | $9,179,000 | +6.6% | 60,081 | +0.1% | 3.04% | +2.7% |
| Q3 2017 | $8,608,000 | +5.7% | 60,023 | +0.9% | 2.96% | +3.8% |
| Q2 2017 | $8,144,000 | +37.0% | 59,513 | +31.7% | 2.85% | +34.4% |
| Q1 2017 | $5,945,000 | +8.3% | 45,203 | +0.3% | 2.12% | +4.0% |
| Q4 2016 | $5,490,000 | +2.9% | 45,074 | +2.8% | 2.04% | -11.9% |
| Q3 2016 | $5,335,000 | +8.9% | 43,846 | +4.3% | 2.32% | +5.5% |
| Q2 2016 | $4,901,000 | -37.2% | 42,038 | -37.6% | 2.20% | -61.0% |
| Q1 2016 | $7,808,000 | +35.9% | 67,373 | +35.8% | 5.63% | +38.6% |
| Q4 2015 | $5,744,000 | -36.3% | 49,608 | -40.7% | 4.06% | -10.7% |
| Q3 2015 | $9,013,000 | +88.2% | 83,603 | +98.8% | 4.55% | +46.5% |
| Q2 2015 | $4,789,000 | +21.7% | 42,058 | +21.8% | 3.10% | +11.9% |
| Q1 2015 | $3,935,000 | +2.1% | 34,533 | 0.0% | 2.78% | +7.9% |
| Q4 2014 | $3,854,000 | +11.8% | 34,533 | +7.0% | 2.57% | +7.2% |
| Q3 2014 | $3,448,000 | +9.7% | 32,276 | +8.0% | 2.40% | +10.2% |
| Q2 2014 | $3,144,000 | +197.4% | 29,890 | +182.3% | 2.18% | +154.2% |
| Q1 2014 | $1,057,000 | – | 10,587 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |