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 | $2,203,466 | +79505.0% | 32,205 | -18.0% | 0.11% | -18.5% |
| Q2 2023 | $2,768 | +11.4% | 39,278 | +1.0% | 0.13% | +3.2% |
| Q1 2023 | $2,484 | +83.9% | 38,878 | +68.4% | 0.13% | +70.3% |
| Q4 2022 | $1,351 | -99.7% | 23,092 | +165.0% | 0.07% | +124.2% |
| Q3 2022 | $504,000 | -4.2% | 8,715 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $526,000 | -33.3% | 8,715 | -15.6% | 0.03% | -17.5% |
| Q1 2022 | $789,000 | +2.6% | 10,329 | +12.4% | 0.04% | +2.6% |
| Q4 2021 | $769,000 | +13.3% | 9,192 | 0.0% | 0.04% | +2.6% |
| Q3 2021 | $679,000 | -17.7% | 9,192 | -19.0% | 0.04% | -17.4% |
| Q2 2021 | $825,000 | +3.6% | 11,350 | -7.2% | 0.05% | -6.1% |
| Q1 2021 | $796,000 | -1.5% | 12,225 | -3.5% | 0.05% | -12.5% |
| Q4 2020 | $808,000 | +10.4% | 12,668 | +300.0% | 0.06% | -5.1% |
| Q3 2020 | $732,000 | +8.0% | 3,167 | -3.1% | 0.06% | 0.0% |
| Q2 2020 | $678,000 | +25.6% | 3,270 | 0.0% | 0.06% | +1.7% |
| Q1 2020 | $540,000 | -14.7% | 3,270 | 0.0% | 0.06% | -6.5% |
| Q4 2019 | $633,000 | +3.1% | 3,270 | -4.2% | 0.06% | -3.1% |
| Q3 2019 | $614,000 | +3.7% | 3,413 | +3.3% | 0.06% | +1.6% |
| Q2 2019 | $592,000 | +4.0% | 3,303 | 0.0% | 0.06% | -4.5% |
| Q1 2019 | $569,000 | +4.4% | 3,303 | -8.7% | 0.07% | +4.8% |
| Q4 2018 | $545,000 | -15.0% | 3,618 | 0.0% | 0.06% | -6.0% |
| Q3 2018 | $641,000 | +9.0% | 3,618 | 0.0% | 0.07% | +3.1% |
| Q2 2018 | $588,000 | +4.8% | 3,618 | 0.0% | 0.06% | -1.5% |
| Q1 2018 | $561,000 | +1.4% | 3,618 | 0.0% | 0.07% | 0.0% |
| Q4 2017 | $553,000 | +16.7% | 3,618 | +9.5% | 0.07% | +8.2% |
| Q3 2017 | $474,000 | -44.7% | 3,303 | -47.3% | 0.06% | -43.0% |
| Q2 2017 | $857,000 | -14.1% | 6,265 | -17.5% | 0.11% | -18.9% |
| Q1 2017 | $998,000 | +17.6% | 7,590 | +8.9% | 0.13% | +1.5% |
| Q4 2016 | $849,000 | +0.1% | 6,969 | 0.0% | 0.13% | -5.8% |
| Q3 2016 | $848,000 | +4.4% | 6,969 | 0.0% | 0.14% | -1.4% |
| Q2 2016 | $812,000 | +4.4% | 6,969 | +3.8% | 0.14% | -4.1% |
| Q1 2016 | $778,000 | -2.1% | 6,713 | -2.3% | 0.15% | -13.1% |
| Q4 2015 | $795,000 | +47.5% | 6,868 | +37.3% | 0.17% | +27.3% |
| Q3 2015 | $539,000 | -5.4% | 5,002 | 0.0% | 0.13% | 0.0% |
| Q2 2015 | $570,000 | +3.3% | 5,002 | +3.2% | 0.13% | +2.3% |
| Q1 2015 | $552,000 | -8.6% | 4,847 | -10.4% | 0.13% | -18.4% |
| Q4 2014 | $604,000 | -2.4% | 5,412 | -6.6% | 0.16% | -8.1% |
| Q3 2014 | $619,000 | +1.6% | 5,793 | 0.0% | 0.17% | 0.0% |
| Q2 2014 | $609,000 | +5.4% | 5,793 | 0.0% | 0.17% | -2.3% |
| Q1 2014 | $578,000 | +1.0% | 5,793 | 0.0% | 0.18% | +3.5% |
| Q4 2013 | $572,000 | +10.4% | 5,793 | 0.0% | 0.17% | +1.2% |
| Q3 2013 | $518,000 | +6.4% | 5,793 | 0.0% | 0.17% | +1.8% |
| Q2 2013 | $487,000 | – | 5,793 | – | 0.16% | – |
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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% |