ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 413 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 0.30 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $724,000 | +22.5% | 12,509 | +27.8% | 0.02% | +15.8% |
| Q2 2022 | $591,000 | -22.3% | 9,789 | -1.7% | 0.02% | -13.6% |
| Q1 2022 | $761,000 | -9.3% | 9,960 | -0.6% | 0.02% | -4.3% |
| Q4 2021 | $839,000 | +18.0% | 10,024 | +4.2% | 0.02% | +4.5% |
| Q3 2021 | $711,000 | -18.5% | 9,624 | -19.7% | 0.02% | -18.5% |
| Q2 2021 | $872,000 | +39.1% | 11,988 | +24.6% | 0.03% | +28.6% |
| Q1 2021 | $627,000 | -5.7% | 9,624 | -7.7% | 0.02% | -19.2% |
| Q4 2020 | $665,000 | +19.6% | 10,424 | +333.3% | 0.03% | +4.0% |
| Q3 2020 | $556,000 | +11.4% | 2,406 | 0.0% | 0.02% | -10.7% |
| Q2 2020 | $499,000 | +25.7% | 2,406 | 0.0% | 0.03% | -9.7% |
| Q1 2020 | $397,000 | -14.4% | 2,406 | +0.4% | 0.03% | +10.7% |
| Q4 2019 | $464,000 | -1.5% | 2,396 | -8.4% | 0.03% | -9.7% |
| Q3 2019 | $471,000 | -0.8% | 2,616 | -1.3% | 0.03% | -3.1% |
| Q2 2019 | $475,000 | +3.9% | 2,651 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $457,000 | +15.1% | 2,651 | +0.6% | 0.03% | -5.9% |
| Q4 2018 | $397,000 | -46.6% | 2,636 | -37.1% | 0.03% | -40.4% |
| Q3 2018 | $743,000 | +73.2% | 4,193 | +59.1% | 0.06% | +54.1% |
| Q2 2018 | $429,000 | +4.9% | 2,636 | 0.0% | 0.04% | +8.8% |
| Q1 2018 | $409,000 | +1.5% | 2,636 | 0.0% | 0.03% | +3.0% |
| Q4 2017 | $403,000 | +0.8% | 2,636 | -5.5% | 0.03% | -5.7% |
| Q3 2017 | $400,000 | +46.5% | 2,788 | +39.9% | 0.04% | +40.0% |
| Q2 2017 | $273,000 | +4.2% | 1,993 | 0.0% | 0.02% | +4.2% |
| Q1 2017 | $262,000 | +7.8% | 1,993 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $243,000 | +0.4% | 1,993 | 0.0% | 0.02% | -4.0% |
| Q3 2016 | $242,000 | -99.8% | 1,993 | +53.9% | 0.02% | +108.3% |
| Q4 2014 | $144,522,000 | – | 1,295 | – | 0.01% | – |
Download | ||||||
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% |