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 | $809,271 | -2.3% | 11,828 | +0.6% | 0.04% | +2.6% |
| Q2 2023 | $828,351 | +20.2% | 11,753 | +8.9% | 0.04% | +2.7% |
| Q1 2023 | $689,373 | +0.9% | 10,790 | -7.6% | 0.04% | +2.8% |
| Q4 2022 | $683,221 | -0.3% | 11,679 | -1.4% | 0.04% | -10.0% |
| Q3 2022 | $685,000 | -8.4% | 11,840 | -4.5% | 0.04% | -4.8% |
| Q2 2022 | $748,000 | -22.6% | 12,397 | -2.0% | 0.04% | -16.0% |
| Q1 2022 | $967,000 | -11.2% | 12,654 | -2.8% | 0.05% | -12.3% |
| Q4 2021 | $1,089,000 | +10.6% | 13,020 | -2.3% | 0.06% | -3.4% |
| Q3 2021 | $985,000 | +1.1% | 13,325 | -0.5% | 0.06% | 0.0% |
| Q2 2021 | $974,000 | +8.7% | 13,395 | -2.6% | 0.06% | 0.0% |
| Q1 2021 | $896,000 | -27.6% | 13,754 | -29.1% | 0.06% | -30.6% |
| Q4 2020 | $1,238,000 | +9.6% | 19,391 | +296.6% | 0.08% | -3.4% |
| Q3 2020 | $1,130,000 | +10.6% | 4,889 | -0.7% | 0.09% | +2.3% |
| Q2 2020 | $1,022,000 | +25.7% | 4,925 | 0.0% | 0.09% | +6.2% |
| Q1 2020 | $813,000 | -17.1% | 4,925 | -2.8% | 0.08% | +1.2% |
| Q4 2019 | $981,000 | +7.8% | 5,066 | +0.2% | 0.08% | -2.4% |
| Q3 2019 | $910,000 | 0.0% | 5,056 | -0.5% | 0.08% | -3.5% |
| Q2 2019 | $910,000 | -4.4% | 5,079 | -8.0% | 0.08% | -10.5% |
| Q1 2019 | $952,000 | +21.9% | 5,523 | +6.5% | 0.10% | +9.2% |
| Q4 2018 | $781,000 | -26.5% | 5,186 | -13.5% | 0.09% | -19.4% |
| Q3 2018 | $1,063,000 | +15.2% | 5,998 | +5.7% | 0.11% | +5.9% |
| Q2 2018 | $923,000 | +4.5% | 5,676 | -0.4% | 0.10% | +1.0% |
| Q1 2018 | $883,000 | +3.2% | 5,697 | +1.6% | 0.10% | +7.4% |
| Q4 2017 | $856,000 | +7.1% | 5,605 | +0.6% | 0.09% | +1.1% |
| Q3 2017 | $799,000 | +11.1% | 5,573 | +6.1% | 0.09% | +5.7% |
| Q2 2017 | $719,000 | +48.9% | 5,253 | +42.9% | 0.09% | +39.7% |
| Q1 2017 | $483,000 | +116.6% | 3,676 | +100.9% | 0.06% | +103.2% |
| Q4 2016 | $223,000 | -11.2% | 1,830 | -15.6% | 0.03% | -18.4% |
| Q1 2016 | $251,000 | -16.6% | 2,168 | -16.5% | 0.04% | -20.8% |
| Q4 2015 | $301,000 | +6.7% | 2,597 | -0.6% | 0.05% | 0.0% |
| Q3 2015 | $282,000 | – | 2,613 | – | 0.05% | – |
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% |