ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,838,470 | -2.2% | 143,795 | +0.7% | 2.21% | +8.7% |
| Q2 2023 | $10,064,772 | -0.3% | 142,803 | -9.6% | 2.03% | +1.6% |
| Q1 2023 | $10,095,571 | +9.8% | 158,015 | +0.5% | 2.00% | +4.2% |
| Q4 2022 | $9,197,071 | -7.0% | 157,215 | -8.1% | 1.92% | -19.3% |
| Q3 2022 | $9,893,000 | -10.6% | 171,019 | -6.7% | 2.38% | -4.3% |
| Q2 2022 | $11,068,000 | -37.5% | 183,392 | -20.8% | 2.49% | -27.7% |
| Q1 2022 | $17,696,000 | -5.9% | 231,686 | +3.0% | 3.44% | -8.7% |
| Q4 2021 | $18,815,000 | +22.8% | 224,876 | +8.5% | 3.77% | +5.3% |
| Q3 2021 | $15,317,000 | +21.4% | 207,245 | +19.5% | 3.58% | +22.5% |
| Q2 2021 | $12,616,000 | +49.8% | 173,460 | +34.1% | 2.92% | +21.2% |
| Q1 2021 | $8,424,000 | +6.8% | 129,379 | +4.7% | 2.41% | -0.3% |
| Q4 2020 | $7,888,000 | +1.6% | 123,597 | +267.8% | 2.42% | -14.6% |
| Q3 2020 | $7,764,000 | +10.1% | 33,600 | -1.1% | 2.83% | -0.0% |
| Q2 2020 | $7,049,000 | +35.3% | 33,973 | +7.6% | 2.83% | +17.5% |
| Q1 2020 | $5,211,000 | -20.6% | 31,569 | -6.9% | 2.41% | +14.0% |
| Q4 2019 | $6,567,000 | +14.7% | 33,914 | +6.7% | 2.11% | -6.3% |
| Q3 2019 | $5,723,000 | +0.1% | 31,789 | -0.3% | 2.25% | -6.3% |
| Q2 2019 | $5,716,000 | -10.5% | 31,888 | -14.0% | 2.40% | -19.7% |
| Q1 2019 | $6,388,000 | +13.5% | 37,063 | -0.8% | 3.00% | +19.0% |
| Q4 2018 | $5,630,000 | -14.0% | 37,366 | +1.2% | 2.52% | -25.4% |
| Q3 2018 | $6,544,000 | +3.1% | 36,938 | -5.3% | 3.37% | +4.0% |
| Q2 2018 | $6,345,000 | -0.9% | 39,018 | -5.5% | 3.24% | +1.9% |
| Q1 2018 | $6,403,000 | -7.6% | 41,290 | -9.0% | 3.18% | -9.4% |
| Q4 2017 | $6,929,000 | -2.2% | 45,355 | -8.2% | 3.51% | -4.1% |
| Q3 2017 | $7,083,000 | +2.0% | 49,389 | -2.7% | 3.67% | -3.6% |
| Q2 2017 | $6,943,000 | +4.0% | 50,734 | -0.0% | 3.80% | -5.3% |
| Q1 2017 | $6,675,000 | +1.4% | 50,756 | -6.1% | 4.02% | -6.2% |
| Q4 2016 | $6,582,000 | -0.3% | 54,042 | -0.4% | 4.28% | -6.3% |
| Q3 2016 | $6,600,000 | +250.3% | 54,246 | +235.6% | 4.57% | +206.9% |
| Q2 2016 | $1,884,000 | +52.1% | 16,163 | +51.2% | 1.49% | +26.9% |
| Q1 2016 | $1,239,000 | -13.1% | 10,693 | -13.1% | 1.17% | -18.2% |
| Q4 2015 | $1,425,000 | +20.1% | 12,306 | +11.8% | 1.43% | -5.3% |
| Q3 2015 | $1,187,000 | -38.0% | 11,012 | -34.5% | 1.52% | -29.6% |
| Q2 2015 | $1,913,000 | +189.8% | 16,801 | +190.2% | 2.15% | +315.6% |
| Q1 2015 | $660,000 | +2.2% | 5,789 | 0.0% | 0.52% | -31.1% |
| Q4 2014 | $646,000 | -11.4% | 5,789 | -15.2% | 0.75% | +5.0% |
| Q3 2014 | $729,000 | – | 6,825 | – | 0.72% | – |
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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% |