ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,466 | -65.7% | 7,300 | -64.7% | 0.05% | -64.1% |
| Q2 2023 | $1,456,752 | +212.3% | 20,669 | +183.1% | 0.13% | +197.7% |
| Q1 2023 | $466,397 | -13.3% | 7,300 | -20.7% | 0.04% | -17.3% |
| Q4 2022 | $538,200 | +1.2% | 9,200 | 0.0% | 0.05% | -5.5% |
| Q3 2022 | $532,000 | -4.1% | 9,200 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $555,000 | -21.1% | 9,200 | 0.0% | 0.06% | -8.3% |
| Q1 2022 | $703,000 | -8.7% | 9,200 | 0.0% | 0.06% | -1.6% |
| Q4 2021 | $770,000 | +13.2% | 9,200 | 0.0% | 0.06% | +1.7% |
| Q3 2021 | $680,000 | +1.6% | 9,200 | 0.0% | 0.06% | +3.4% |
| Q2 2021 | $669,000 | +14.0% | 9,200 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $587,000 | +10.5% | 9,200 | +300.0% | 0.06% | 0.0% |
| Q3 2020 | $531,000 | +11.3% | 2,300 | 0.0% | 0.06% | +3.6% |
| Q2 2020 | $477,000 | +25.5% | 2,300 | 0.0% | 0.06% | +1.8% |
| Q1 2020 | $380,000 | -14.6% | 2,300 | 0.0% | 0.06% | +3.8% |
| Q4 2019 | $445,000 | +7.5% | 2,300 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $414,000 | +0.5% | 2,300 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $412,000 | -8.0% | 2,300 | -11.5% | 0.05% | -13.1% |
| Q1 2019 | $448,000 | +14.3% | 2,600 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $392,000 | -15.0% | 2,600 | 0.0% | 0.06% | -1.6% |
| Q3 2018 | $461,000 | +4.1% | 2,600 | -4.6% | 0.06% | -3.1% |
| Q2 2018 | $443,000 | -52.3% | 2,724 | -54.5% | 0.06% | -9.9% |
| Q1 2018 | $928,000 | +103.1% | 5,988 | +100.0% | 0.07% | +1.4% |
| Q4 2017 | $457,000 | +6.5% | 2,994 | 0.0% | 0.07% | +6.1% |
| Q3 2017 | $429,000 | +4.6% | 2,994 | 0.0% | 0.07% | -2.9% |
| Q2 2017 | $410,000 | +4.1% | 2,994 | 0.0% | 0.07% | +15.3% |
| Q1 2017 | $394,000 | +7.9% | 2,994 | 0.0% | 0.06% | -1.7% |
| Q4 2016 | $365,000 | +0.3% | 2,994 | 0.0% | 0.06% | -3.2% |
| Q3 2016 | $364,000 | +4.3% | 2,994 | 0.0% | 0.06% | -1.6% |
| Q2 2016 | $349,000 | +0.6% | 2,994 | 0.0% | 0.06% | +6.8% |
| Q1 2016 | $347,000 | -22.4% | 2,994 | -22.4% | 0.06% | -23.4% |
| Q4 2015 | $447,000 | – | 3,859 | – | 0.08% | – |
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% |