ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 613 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $353,599 | +14.9% | 5,017 | +4.2% | 0.05% | +8.2% |
| Q1 2023 | $307,759 | -34.0% | 4,817 | -39.6% | 0.05% | -36.4% |
| Q4 2022 | $466,362 | +27.1% | 7,972 | +25.7% | 0.08% | +20.3% |
| Q3 2022 | $367,000 | +10.5% | 6,341 | +45.7% | 0.06% | +33.3% |
| Q1 2022 | $332,000 | -8.8% | 4,351 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $364,000 | +8.3% | 4,351 | -4.4% | 0.05% | 0.0% |
| Q3 2021 | $336,000 | +1.5% | 4,552 | 0.0% | 0.05% | +2.1% |
| Q2 2021 | $331,000 | +11.8% | 4,552 | 0.0% | 0.05% | +4.3% |
| Q1 2021 | $296,000 | +17.5% | 4,552 | +15.4% | 0.05% | -2.1% |
| Q4 2020 | $252,000 | +10.5% | 3,944 | +300.0% | 0.05% | -6.0% |
| Q3 2020 | $228,000 | -4.6% | 986 | -14.3% | 0.05% | -9.1% |
| Q2 2020 | $239,000 | +25.8% | 1,151 | 0.0% | 0.06% | +5.8% |
| Q1 2020 | $190,000 | -19.5% | 1,151 | -5.5% | 0.05% | +2.0% |
| Q4 2019 | $236,000 | +7.8% | 1,218 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $219,000 | -1.8% | 1,218 | -2.2% | 0.05% | +21.4% |
| Q2 2019 | $223,000 | -34.8% | 1,245 | -37.2% | 0.04% | -27.6% |
| Q1 2019 | $342,000 | +14.4% | 1,984 | 0.0% | 0.06% | +1.8% |
| Q4 2018 | $299,000 | -15.1% | 1,984 | 0.0% | 0.06% | 0.0% |
| Q3 2018 | $352,000 | +7.0% | 1,984 | -2.0% | 0.06% | -3.4% |
| Q2 2018 | $329,000 | +4.8% | 2,025 | 0.0% | 0.06% | -3.3% |
| Q1 2018 | $314,000 | -13.5% | 2,025 | -14.8% | 0.06% | 0.0% |
| Q4 2017 | $363,000 | +6.5% | 2,377 | 0.0% | 0.06% | 0.0% |
| Q3 2017 | $341,000 | +4.9% | 2,377 | 0.0% | 0.06% | +5.2% |
| Q2 2017 | $325,000 | +9.4% | 2,377 | +5.1% | 0.06% | +9.4% |
| Q1 2017 | $297,000 | +5.3% | 2,261 | -2.4% | 0.05% | -19.7% |
| Q4 2016 | $282,000 | +34.9% | 2,316 | +35.0% | 0.07% | +17.9% |
| Q3 2016 | $209,000 | +23.7% | 1,716 | +18.3% | 0.06% | +16.7% |
| Q2 2016 | $169,000 | +26.1% | 1,450 | +25.0% | 0.05% | 0.0% |
| Q1 2016 | $134,000 | -51.4% | 1,160 | -52.2% | 0.05% | -51.5% |
| Q2 2015 | $276,000 | +5.3% | 2,428 | +5.7% | 0.10% | -2.9% |
| Q1 2015 | $262,000 | +74.7% | 2,298 | +70.7% | 0.10% | +54.5% |
| Q4 2014 | $150,000 | +4.2% | 1,346 | 0.0% | 0.07% | -7.0% |
| Q3 2014 | $144,000 | +18.0% | 1,346 | +16.0% | 0.07% | +20.3% |
| Q2 2014 | $122,000 | +41.9% | 1,160 | +20.8% | 0.06% | +5.4% |
| Q3 2013 | $86,000 | +7.5% | 960 | 0.0% | 0.06% | -5.1% |
| Q2 2013 | $80,000 | – | 960 | – | 0.06% | – |
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% |