ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $5,434,402 | +3.9% | 58,725 | -5.2% | 0.13% | +8.3% |
| Q1 2024 | $5,228,448 | +15.1% | 61,919 | +2.4% | 0.12% | -13.7% |
| Q4 2023 | $4,542,879 | +8.3% | 60,491 | -1.3% | 0.14% | -2.8% |
| Q3 2023 | $4,193,667 | -0.7% | 61,293 | +2.3% | 0.14% | +2.9% |
| Q2 2023 | $4,224,430 | +26.6% | 59,938 | +14.8% | 0.14% | +18.8% |
| Q1 2023 | $3,335,569 | -0.9% | 52,208 | -9.3% | 0.12% | -2.5% |
| Q4 2022 | $3,367,202 | -3.4% | 57,559 | -4.4% | 0.12% | -7.7% |
| Q3 2022 | $3,484,000 | -51.7% | 60,225 | -49.6% | 0.13% | +0.8% |
| Q2 2022 | $7,218,000 | +56.7% | 119,608 | +98.4% | 0.13% | -11.6% |
| Q1 2022 | $4,605,000 | -9.5% | 60,290 | -0.8% | 0.15% | -4.6% |
| Q4 2021 | $5,086,000 | +13.0% | 60,788 | -0.2% | 0.15% | +3.4% |
| Q3 2021 | $4,501,000 | +1.6% | 60,900 | 0.0% | 0.15% | 0.0% |
| Q2 2021 | $4,429,000 | +10.4% | 60,900 | -1.1% | 0.15% | 0.0% |
| Q1 2021 | $4,011,000 | +2.0% | 61,600 | +0.0% | 0.15% | +2.8% |
| Q4 2020 | $3,931,000 | +9.2% | 61,588 | +295.3% | 0.14% | -7.7% |
| Q3 2020 | $3,600,000 | +11.4% | 15,581 | 0.0% | 0.16% | +9.9% |
| Q2 2020 | $3,233,000 | +25.7% | 15,581 | 0.0% | 0.14% | +16.4% |
| Q1 2020 | $2,572,000 | -15.6% | 15,581 | -1.0% | 0.12% | +43.5% |
| Q4 2019 | $3,046,000 | +6.5% | 15,731 | -1.0% | 0.08% | +13.3% |
| Q3 2019 | $2,860,000 | +1.6% | 15,889 | +1.1% | 0.08% | +5.6% |
| Q2 2019 | $2,816,000 | +4.7% | 15,710 | +0.7% | 0.07% | +4.4% |
| Q1 2019 | $2,689,000 | +2.4% | 15,599 | -10.5% | 0.07% | +1.5% |
| Q4 2018 | $2,626,000 | -14.2% | 17,432 | +1.0% | 0.07% | -8.2% |
| Q3 2018 | $3,059,000 | +41.2% | 17,264 | +29.6% | 0.07% | +40.4% |
| Q2 2018 | $2,167,000 | +4.9% | 13,324 | 0.0% | 0.05% | -1.9% |
| Q1 2018 | $2,066,000 | +1.5% | 13,324 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $2,036,000 | +8.6% | 13,324 | +2.0% | 0.05% | +10.4% |
| Q3 2017 | $1,874,000 | +5.8% | 13,068 | +1.0% | 0.05% | -5.9% |
| Q2 2017 | $1,771,000 | +4.1% | 12,938 | 0.0% | 0.05% | -27.1% |
| Q1 2017 | $1,702,000 | +8.0% | 12,938 | 0.0% | 0.07% | -17.6% |
| Q4 2016 | $1,576,000 | +0.1% | 12,938 | 0.0% | 0.08% | -1.2% |
| Q3 2016 | $1,574,000 | +4.4% | 12,938 | 0.0% | 0.09% | +8.9% |
| Q2 2016 | $1,508,000 | +0.6% | 12,938 | 0.0% | 0.08% | -19.4% |
| Q1 2016 | $1,499,000 | -2.3% | 12,938 | -2.4% | 0.10% | +38.0% |
| Q4 2015 | $1,535,000 | +6.2% | 13,255 | -1.2% | 0.07% | -26.0% |
| Q3 2015 | $1,446,000 | -5.4% | 13,410 | -0.1% | 0.10% | -4.0% |
| Q2 2015 | $1,529,000 | -0.1% | 13,429 | 0.0% | 0.10% | +8.7% |
| Q1 2015 | $1,530,000 | +2.1% | 13,429 | 0.0% | 0.09% | +1.1% |
| Q4 2014 | $1,499,000 | +4.5% | 13,429 | 0.0% | 0.09% | +3.4% |
| Q3 2014 | $1,434,000 | +1.3% | 13,429 | -0.1% | 0.09% | -1.1% |
| Q2 2014 | $1,415,000 | +5.4% | 13,449 | 0.0% | 0.09% | -3.3% |
| Q1 2014 | $1,343,000 | – | 13,449 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 716,980 | $50,532,715 | 41.53% |
| Foundation Wealth Management, LLC | 355,950 | $25,086,744 | 24.48% |
| Quantitative Strategies, Inc. | 411,762 | $29,020,983 | 19.48% |
| TRIAD FINANCIAL ADVISORS, INC. | 558,917 | $39,392,476 | 16.17% |
| INSTRUMENTAL WEALTH, LLC | 164,998 | $11,609,282 | 13.96% |
| Strategic Equity Management | 552,693 | $38,953,783 | 13.33% |
| Praetorian Wealth Management, Inc. | 611,644 | $43,108,669 | 13.32% |
| Johnson Midwest Financial, LLC | 210,085 | $14,806,791 | 13.14% |
| FINANCIAL LIFE ADVISORS | 427,961 | $30,162,707 | 12.59% |
| Sterling Investment Counsel, LLC | 328,517 | $23,153,871 | 12.50% |