ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $199,000 | +13.1% | 2,381 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $176,000 | +4.8% | 2,381 | +3.3% | 0.02% | +7.1% |
| Q2 2021 | $168,000 | +12.0% | 2,306 | +0.0% | 0.01% | +7.7% |
| Q1 2021 | $150,000 | +2.0% | 2,305 | 0.0% | 0.01% | -7.1% |
| Q4 2020 | $147,000 | +10.5% | 2,305 | +300.2% | 0.01% | 0.0% |
| Q3 2020 | $133,000 | +9.0% | 576 | -1.7% | 0.01% | 0.0% |
| Q2 2020 | $122,000 | +25.8% | 586 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $97,000 | -14.2% | 585 | 0.0% | 0.01% | +7.7% |
| Q4 2019 | $113,000 | +7.6% | 585 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $105,000 | 0.0% | 585 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $105,000 | +4.0% | 585 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $101,000 | +68.3% | 585 | +46.2% | 0.01% | +44.4% |
| Q4 2018 | $60,000 | -15.5% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $71,000 | +9.2% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $65,000 | +4.8% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $62,000 | +1.6% | 400 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $61,000 | +7.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $57,000 | +3.6% | 400 | 0.0% | 0.01% | +12.5% |
| Q2 2017 | $55,000 | +3.8% | 400 | 0.0% | 0.01% | -11.1% |
| Q1 2017 | $53,000 | +8.2% | 400 | 0.0% | 0.01% | +12.5% |
| Q4 2016 | $49,000 | -32.9% | 400 | -33.3% | 0.01% | -38.5% |
| Q3 2016 | $73,000 | +4.3% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $70,000 | 0.0% | 600 | 0.0% | 0.01% | +8.3% |
| Q1 2016 | $70,000 | +1.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $69,000 | +6.2% | 600 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $65,000 | -4.4% | 600 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $68,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $68,000 | +1.5% | 600 | 0.0% | 0.01% | -25.0% |
| Q4 2014 | $67,000 | -29.5% | 600 | -32.7% | 0.02% | -30.4% |
| Q3 2014 | $95,000 | +1.1% | 891 | 0.0% | 0.02% | +4.5% |
| Q2 2014 | $94,000 | +5.6% | 891 | 0.0% | 0.02% | +4.8% |
| Q1 2014 | $89,000 | +1.1% | 891 | 0.0% | 0.02% | -4.5% |
| Q4 2013 | $88,000 | +10.0% | 891 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $80,000 | +6.7% | 891 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $75,000 | – | 891 | – | 0.02% | – |
Download | ||||||
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% |