ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,828,319 | -6.0% | 333,650 | -3.2% | 0.69% | -3.1% |
| Q2 2023 | $24,282,565 | +5.0% | 344,530 | -4.9% | 0.71% | -6.1% |
| Q1 2023 | $23,134,093 | +8.8% | 362,092 | -0.4% | 0.76% | +1.9% |
| Q4 2022 | $21,257,333 | +5.3% | 363,372 | +4.2% | 0.74% | -8.8% |
| Q3 2022 | $20,183,000 | -3.9% | 348,892 | +0.2% | 0.82% | -4.1% |
| Q2 2022 | $21,011,000 | -21.7% | 348,147 | -0.9% | 0.85% | -25.2% |
| Q1 2022 | $26,834,000 | -10.3% | 351,325 | -1.8% | 1.14% | -9.7% |
| Q4 2021 | $29,925,000 | +14.2% | 357,650 | +0.9% | 1.26% | +4.6% |
| Q3 2021 | $26,197,000 | -1.9% | 354,440 | -3.5% | 1.20% | -3.1% |
| Q2 2021 | $26,706,000 | +3.8% | 367,196 | -7.1% | 1.24% | -2.7% |
| Q1 2021 | $25,726,000 | -21.4% | 395,113 | -22.9% | 1.28% | -22.0% |
| Q4 2020 | $32,716,000 | -30.7% | 512,629 | +151.0% | 1.64% | -40.4% |
| Q3 2020 | $47,200,000 | -0.0% | 204,258 | -10.2% | 2.75% | -10.1% |
| Q2 2020 | $47,206,000 | +22.9% | 227,511 | -2.2% | 3.06% | -2.9% |
| Q1 2020 | $38,397,000 | -12.6% | 232,637 | +2.6% | 3.15% | -0.5% |
| Q4 2019 | $43,915,000 | +8.0% | 226,785 | +0.4% | 3.16% | -2.7% |
| Q3 2019 | $40,654,000 | -4.4% | 225,820 | -4.8% | 3.25% | -5.6% |
| Q2 2019 | $42,504,000 | +5.0% | 237,136 | +1.0% | 3.44% | +2.5% |
| Q1 2019 | $40,486,000 | +204.3% | 234,893 | +166.0% | 3.36% | +147.0% |
| Q4 2018 | $13,303,000 | +12.5% | 88,291 | +32.3% | 1.36% | +31.3% |
| Q3 2018 | $11,821,000 | +64.4% | 66,719 | +50.9% | 1.04% | +48.2% |
| Q2 2018 | $7,191,000 | -69.9% | 44,225 | -71.3% | 0.70% | -70.8% |
| Q1 2018 | $23,856,000 | +55.9% | 153,843 | +53.6% | 2.39% | +56.2% |
| Q4 2017 | $15,304,000 | +4.4% | 100,176 | -2.0% | 1.53% | -5.1% |
| Q3 2017 | $14,657,000 | +7.8% | 102,198 | +2.9% | 1.61% | +4.7% |
| Q2 2017 | $13,595,000 | +3.5% | 99,345 | -0.6% | 1.54% | -4.0% |
| Q1 2017 | $13,141,000 | +59.7% | 99,916 | +47.9% | 1.60% | +49.2% |
| Q4 2016 | $8,230,000 | +1787.6% | 67,578 | +1786.1% | 1.08% | +1663.9% |
| Q3 2016 | $436,000 | +67.0% | 3,583 | +60.2% | 0.06% | +56.4% |
| Q2 2016 | $261,000 | +23.7% | 2,237 | +22.9% | 0.04% | +21.9% |
| Q4 2015 | $211,000 | -88.7% | 1,820 | -90.3% | 0.03% | -90.3% |
| Q1 2014 | $1,870,000 | -0.2% | 18,743 | -1.2% | 0.33% | -4.6% |
| Q4 2013 | $1,873,000 | +16.8% | 18,963 | +5.7% | 0.35% | +5.5% |
| Q3 2013 | $1,603,000 | – | 17,943 | – | 0.33% | – |
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% |