ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $254,000 | -16.2% | 3,325 | -8.1% | 0.08% | -8.4% |
| Q4 2021 | $303,000 | +3.4% | 3,620 | -8.8% | 0.08% | +18.6% |
| Q3 2021 | $293,000 | +1.7% | 3,969 | +0.1% | 0.07% | +6.1% |
| Q2 2021 | $288,000 | -1.4% | 3,964 | -11.7% | 0.07% | -7.0% |
| Q1 2021 | $292,000 | +0.7% | 4,488 | -1.2% | 0.07% | -6.6% |
| Q4 2020 | $290,000 | +31.2% | 4,544 | +374.8% | 0.08% | +16.9% |
| Q3 2020 | $221,000 | -27.5% | 957 | -39.2% | 0.06% | -39.3% |
| Q4 2019 | $305,000 | -26.9% | 1,574 | -32.1% | 0.11% | -20.1% |
| Q3 2019 | $417,000 | +0.5% | 2,318 | +0.2% | 0.13% | +2.3% |
| Q2 2019 | $415,000 | +4.3% | 2,313 | +0.2% | 0.13% | +15.9% |
| Q1 2019 | $398,000 | +9.0% | 2,308 | -4.8% | 0.11% | -18.7% |
| Q4 2018 | $365,000 | -11.6% | 2,424 | +3.9% | 0.14% | -1.4% |
| Q3 2018 | $413,000 | +93.9% | 2,333 | +78.0% | 0.14% | +72.0% |
| Q2 2018 | $213,000 | -82.5% | 1,311 | -87.5% | 0.08% | -85.6% |
| Q4 2015 | $1,214,000 | +21.8% | 10,480 | +13.3% | 0.57% | +15.9% |
| Q3 2015 | $997,000 | +8.8% | 9,247 | +15.0% | 0.49% | +34.2% |
| Q2 2015 | $916,000 | -13.7% | 8,043 | -13.6% | 0.36% | -15.5% |
| Q1 2015 | $1,061,000 | +40.5% | 9,312 | +37.8% | 0.43% | +50.0% |
| Q4 2014 | $755,000 | +135.9% | 6,760 | +125.6% | 0.29% | +134.1% |
| Q3 2014 | $320,000 | – | 2,997 | – | 0.12% | – |
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% |