ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,663,954 | -48.5% | 97,398 | -47.0% | 0.02% | +14.3% |
| Q2 2023 | $12,948,257 | -27.1% | 183,716 | +1.9% | 0.01% | -30.0% |
| Q1 2023 | $17,754,478 | +363.5% | 180,294 | +106.1% | 0.02% | +53.8% |
| Q4 2022 | $3,830,347 | -28.0% | 87,474 | -4.9% | 0.01% | -7.1% |
| Q3 2022 | $5,321,000 | -5.7% | 91,953 | -1.7% | 0.01% | -6.7% |
| Q2 2022 | $5,644,000 | -25.5% | 93,538 | -5.7% | 0.02% | -11.8% |
| Q1 2022 | $7,577,000 | -8.2% | 99,204 | +0.6% | 0.02% | 0.0% |
| Q4 2021 | $8,250,000 | +37.2% | 98,602 | +21.1% | 0.02% | +21.4% |
| Q3 2021 | $6,015,000 | -19.7% | 81,402 | -21.0% | 0.01% | -17.6% |
| Q2 2021 | $7,493,000 | +0.8% | 103,035 | -9.8% | 0.02% | -10.5% |
| Q1 2021 | $7,436,000 | -11.1% | 114,228 | -12.9% | 0.02% | -13.6% |
| Q4 2020 | $8,368,000 | +17.8% | 131,128 | +316.2% | 0.02% | 0.0% |
| Q3 2020 | $7,102,000 | +68.5% | 31,508 | +55.1% | 0.02% | +10.0% |
| Q2 2020 | $4,215,000 | -16.3% | 20,319 | -33.4% | 0.02% | -9.1% |
| Q1 2020 | $5,036,000 | +7.9% | 30,512 | +26.6% | 0.02% | +46.7% |
| Q4 2019 | $4,667,000 | +3.6% | 24,099 | -3.7% | 0.02% | -6.2% |
| Q3 2019 | $4,505,000 | -3.6% | 25,025 | -4.0% | 0.02% | 0.0% |
| Q2 2019 | $4,671,000 | +1.9% | 26,056 | -2.0% | 0.02% | -11.1% |
| Q1 2019 | $4,583,000 | -2.4% | 26,593 | -14.7% | 0.02% | -14.3% |
| Q4 2018 | $4,697,000 | -13.8% | 31,177 | +1.4% | 0.02% | 0.0% |
| Q3 2018 | $5,449,000 | +6.9% | 30,756 | -1.9% | 0.02% | 0.0% |
| Q2 2018 | $5,098,000 | +2.2% | 31,351 | -2.6% | 0.02% | -4.5% |
| Q1 2018 | $4,990,000 | +22.9% | 32,181 | +21.1% | 0.02% | +29.4% |
| Q4 2017 | $4,059,000 | +3.0% | 26,567 | -3.3% | 0.02% | -5.6% |
| Q3 2017 | $3,939,000 | +120.9% | 27,465 | +110.8% | 0.02% | +63.6% |
| Q2 2017 | $1,783,000 | +7.8% | 13,027 | +3.6% | 0.01% | +10.0% |
| Q1 2017 | $1,654,000 | +5.6% | 12,576 | -2.2% | 0.01% | 0.0% |
| Q4 2016 | $1,566,000 | -11.4% | 12,857 | -11.5% | 0.01% | -16.7% |
| Q3 2016 | $1,767,000 | +45.7% | 14,525 | +39.7% | 0.01% | +33.3% |
| Q2 2016 | $1,213,000 | -2.3% | 10,401 | -2.8% | 0.01% | -10.0% |
| Q1 2016 | $1,241,000 | +0.1% | 10,706 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $1,240,000 | +7.4% | 10,706 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $1,155,000 | -16.2% | 10,706 | -11.6% | 0.01% | 0.0% |
| Q2 2015 | $1,379,000 | +1.6% | 12,113 | +1.7% | 0.01% | 0.0% |
| Q1 2015 | $1,357,000 | +2.0% | 11,913 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $1,330,000 | +4.6% | 11,913 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $1,272,000 | -1.8% | 11,913 | -3.2% | 0.01% | -9.1% |
| Q2 2014 | $1,295,000 | +17.2% | 12,313 | +12.6% | 0.01% | +22.2% |
| Q1 2014 | $1,105,000 | – | 10,933 | – | 0.01% | – |
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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% |