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 | $14,515,782 | -1.9% | 212,157 | +1.0% | 4.52% | +0.6% |
Q2 2023 | $14,797,910 | +9.4% | 209,959 | -0.8% | 4.49% | +4.7% |
Q1 2023 | $13,520,402 | +8.4% | 211,620 | -0.8% | 4.29% | +4.7% |
Q4 2022 | $12,476,880 | -0.0% | 213,280 | -1.1% | 4.10% | -4.5% |
Q3 2022 | $12,481,000 | -6.2% | 215,749 | -2.2% | 4.29% | -0.8% |
Q2 2022 | $13,309,000 | -21.5% | 220,538 | -0.7% | 4.32% | -9.3% |
Q1 2022 | $16,963,000 | -52.1% | 222,084 | -50.6% | 4.77% | -3.1% |
Q4 2021 | $35,435,000 | +111.0% | 450,014 | +98.1% | 4.92% | +1.8% |
Q3 2021 | $16,794,000 | -1.2% | 227,218 | -2.8% | 4.83% | -0.8% |
Q2 2021 | $17,003,000 | +9.5% | 233,785 | -2.0% | 4.87% | +4.2% |
Q1 2021 | $15,533,000 | -0.1% | 238,560 | -2.1% | 4.67% | -6.7% |
Q4 2020 | $15,546,000 | +7.6% | 243,591 | +289.7% | 5.01% | -3.4% |
Q3 2020 | $14,443,000 | +8.6% | 62,502 | -2.5% | 5.18% | +6.9% |
Q2 2020 | $13,302,000 | +24.8% | 64,111 | -0.7% | 4.85% | +8.5% |
Q1 2020 | $10,659,000 | -10.8% | 64,578 | +4.6% | 4.47% | +6.1% |
Q4 2019 | $11,950,000 | +5.7% | 61,714 | -1.7% | 4.21% | +1.7% |
Q3 2019 | $11,304,000 | +1.0% | 62,787 | +0.6% | 4.14% | 0.0% |
Q2 2019 | $11,189,000 | +3.2% | 62,422 | -0.8% | 4.14% | +0.5% |
Q1 2019 | $10,844,000 | +13.0% | 62,912 | -1.2% | 4.12% | +1.9% |
Q4 2018 | $9,596,000 | -37.9% | 63,687 | -26.9% | 4.05% | -25.9% |
Q3 2018 | $15,444,000 | +7.1% | 87,169 | -1.7% | 5.46% | +4.5% |
Q2 2018 | $14,426,000 | +2.3% | 88,714 | -2.5% | 5.22% | +1.6% |
Q1 2018 | $14,107,000 | +31.8% | 90,975 | +29.8% | 5.14% | +32.5% |
Q4 2017 | $10,707,000 | +4.1% | 70,088 | -2.3% | 3.88% | -0.5% |
Q3 2017 | $10,288,000 | +1.8% | 71,736 | -2.9% | 3.90% | -2.3% |
Q2 2017 | $10,107,000 | +2.9% | 73,851 | -1.1% | 3.99% | +1.3% |
Q1 2017 | $9,819,000 | +6.7% | 74,655 | -1.2% | 3.94% | +5.1% |
Q4 2016 | $9,199,000 | +0.8% | 75,534 | +0.7% | 3.75% | +3.1% |
Q3 2016 | $9,130,000 | +3.2% | 75,045 | -1.1% | 3.64% | +3.0% |
Q2 2016 | $8,844,000 | -26.6% | 75,861 | -27.0% | 3.53% | -26.6% |
Q1 2016 | $12,044,000 | -4.8% | 103,928 | -4.9% | 4.81% | -3.9% |
Q4 2015 | $12,651,000 | +6.2% | 109,250 | -1.1% | 5.00% | +4.2% |
Q3 2015 | $11,912,000 | -6.4% | 110,503 | -1.2% | 4.80% | +1.1% |
Q2 2015 | $12,730,000 | +1.6% | 111,801 | +1.7% | 4.75% | +1.1% |
Q1 2015 | $12,529,000 | -0.5% | 109,949 | -2.6% | 4.70% | -4.7% |
Q4 2014 | $12,596,000 | -4.1% | 112,869 | -8.2% | 4.93% | -2.6% |
Q3 2014 | $13,128,000 | -1.8% | 122,894 | -3.3% | 5.06% | +0.2% |
Q2 2014 | $13,369,000 | +5.7% | 127,097 | +0.3% | 5.06% | +2.0% |
Q1 2014 | $12,648,000 | -0.6% | 126,683 | -1.7% | 4.96% | -2.6% |
Q4 2013 | $12,723,000 | +8.7% | 128,837 | -1.6% | 5.09% | -10.2% |
Q3 2013 | $11,702,000 | – | 130,956 | – | 5.67% | – |
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% |