ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,554,639 | -2.9% | 22,722 | 0.0% | 0.06% | +3.4% |
| Q2 2023 | $1,601,447 | +10.3% | 22,722 | 0.0% | 0.06% | +9.4% |
| Q1 2023 | $1,451,709 | +9.2% | 22,722 | 0.0% | 0.05% | +3.9% |
| Q4 2022 | $1,329,237 | -4.5% | 22,722 | -5.6% | 0.05% | -12.1% |
| Q3 2022 | $1,392,000 | -2.4% | 24,070 | +1.8% | 0.06% | +5.5% |
| Q2 2022 | $1,426,000 | -21.0% | 23,635 | 0.0% | 0.06% | -9.8% |
| Q1 2022 | $1,805,000 | -8.8% | 23,635 | -0.1% | 0.06% | -7.6% |
| Q4 2021 | $1,979,000 | +13.2% | 23,655 | -0.1% | 0.07% | +6.5% |
| Q3 2021 | $1,749,000 | +1.6% | 23,668 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $1,721,000 | +0.9% | 23,668 | -9.6% | 0.06% | -3.1% |
| Q1 2021 | $1,705,000 | +2.0% | 26,188 | 0.0% | 0.06% | -4.5% |
| Q4 2020 | $1,671,000 | +10.4% | 26,188 | +300.0% | 0.07% | -1.5% |
| Q3 2020 | $1,513,000 | +11.4% | 6,547 | 0.0% | 0.07% | +3.0% |
| Q2 2020 | $1,358,000 | +25.6% | 6,547 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $1,081,000 | -15.3% | 6,547 | -0.8% | 0.07% | 0.0% |
| Q4 2019 | $1,277,000 | +5.7% | 6,597 | -1.7% | 0.07% | -1.5% |
| Q3 2019 | $1,208,000 | -3.4% | 6,712 | -3.7% | 0.07% | 0.0% |
| Q2 2019 | $1,250,000 | -0.2% | 6,972 | -4.1% | 0.07% | -1.5% |
| Q1 2019 | $1,253,000 | +14.3% | 7,272 | 0.0% | 0.07% | +4.6% |
| Q4 2018 | $1,096,000 | -16.8% | 7,272 | -2.2% | 0.06% | -9.7% |
| Q3 2018 | $1,317,000 | +5.9% | 7,432 | -2.9% | 0.07% | +2.9% |
| Q2 2018 | $1,244,000 | -0.4% | 7,652 | -5.0% | 0.07% | -2.8% |
| Q1 2018 | $1,249,000 | -12.2% | 8,052 | -13.5% | 0.07% | -13.3% |
| Q4 2017 | $1,423,000 | +4.3% | 9,312 | -2.1% | 0.08% | -1.2% |
| Q3 2017 | $1,364,000 | +3.7% | 9,512 | -1.0% | 0.08% | +1.2% |
| Q2 2017 | $1,315,000 | +3.5% | 9,612 | -0.5% | 0.08% | -6.7% |
| Q1 2017 | $1,271,000 | -22.2% | 9,662 | -28.0% | 0.09% | -27.6% |
| Q4 2016 | $1,634,000 | -7.1% | 13,417 | -7.2% | 0.12% | -11.5% |
| Q3 2016 | $1,759,000 | +1.8% | 14,462 | -2.4% | 0.14% | -3.5% |
| Q2 2016 | $1,728,000 | -3.3% | 14,822 | -3.9% | 0.14% | -8.9% |
| Q1 2016 | $1,787,000 | +0.1% | 15,422 | 0.0% | 0.16% | +1.9% |
| Q4 2015 | $1,786,000 | +5.9% | 15,422 | -1.4% | 0.16% | +0.6% |
| Q3 2015 | $1,687,000 | -5.3% | 15,647 | 0.0% | 0.15% | -2.5% |
| Q2 2015 | $1,782,000 | -36.3% | 15,647 | -36.3% | 0.16% | -39.0% |
| Q1 2015 | $2,797,000 | -0.6% | 24,547 | -2.7% | 0.26% | -2.6% |
| Q4 2014 | $2,815,000 | -2.6% | 25,222 | -6.8% | 0.27% | -7.3% |
| Q3 2014 | $2,891,000 | -4.4% | 27,062 | -5.9% | 0.29% | -4.3% |
| Q2 2014 | $3,025,000 | +5.3% | 28,762 | 0.0% | 0.30% | +1.7% |
| Q1 2014 | $2,872,000 | +4.0% | 28,762 | +2.9% | 0.30% | +1.4% |
| Q4 2013 | $2,761,000 | +10.2% | 27,962 | -0.3% | 0.29% | -1.0% |
| Q3 2013 | $2,506,000 | +7.7% | 28,040 | +1.2% | 0.29% | +2.1% |
| Q2 2013 | $2,327,000 | – | 27,695 | – | 0.29% | – |
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% |