ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,684,807 | -0.9% | 68,471 | +2.1% | 0.23% | -1.7% |
| Q2 2023 | $4,726,411 | +8462.2% | 67,060 | +7661.6% | 0.24% | +7833.3% |
| Q1 2023 | $55,201 | +9.2% | 864 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $50,544 | -97.7% | 864 | -97.7% | 0.00% | -97.8% |
| Q3 2022 | $2,153,000 | +647.6% | 37,217 | +741.3% | 0.14% | +650.0% |
| Q1 2021 | $288,000 | +2.1% | 4,424 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $282,000 | +10.6% | 4,424 | +300.0% | 0.02% | -5.0% |
| Q3 2020 | $255,000 | +11.4% | 1,106 | 0.0% | 0.02% | +5.3% |
| Q2 2020 | $229,000 | -70.9% | 1,106 | -72.9% | 0.02% | -66.7% |
| Q4 2019 | $788,000 | +7.5% | 4,074 | 0.0% | 0.06% | -1.7% |
| Q3 2019 | $733,000 | +0.4% | 4,074 | 0.0% | 0.06% | -1.7% |
| Q2 2019 | $730,000 | +9.0% | 4,074 | +4.8% | 0.06% | +7.3% |
| Q1 2019 | $670,000 | +14.3% | 3,888 | 0.0% | 0.06% | -5.2% |
| Q4 2018 | $586,000 | -82.9% | 3,888 | -79.9% | 0.06% | -79.4% |
| Q3 2018 | $3,421,000 | +12.2% | 19,310 | +3.0% | 0.28% | +6.8% |
| Q2 2018 | $3,049,000 | +5.0% | 18,750 | +0.1% | 0.26% | 0.0% |
| Q1 2018 | $2,905,000 | +4.0% | 18,735 | +2.4% | 0.26% | -1.9% |
| Q4 2017 | $2,794,000 | +6.5% | 18,287 | 0.0% | 0.27% | -8.8% |
| Q3 2017 | $2,623,000 | +449.9% | 18,287 | +424.4% | 0.30% | +368.3% |
| Q2 2017 | $477,000 | +3.9% | 3,487 | 0.0% | 0.06% | +1.6% |
| Q1 2017 | $459,000 | -0.4% | 3,487 | -7.8% | 0.06% | -4.6% |
| Q4 2016 | $461,000 | +1.1% | 3,782 | +0.9% | 0.06% | 0.0% |
| Q3 2016 | $456,000 | -7.3% | 3,747 | -11.1% | 0.06% | -12.2% |
| Q2 2016 | $492,000 | -54.4% | 4,217 | -54.8% | 0.07% | -54.9% |
| Q1 2016 | $1,080,000 | -95.4% | 9,323 | -95.4% | 0.16% | -95.2% |
| Q4 2015 | $23,671,000 | +12.1% | 204,411 | +4.4% | 3.40% | -8.5% |
| Q3 2015 | $21,113,000 | -4.7% | 195,856 | +0.7% | 3.72% | +26.2% |
| Q2 2015 | $22,151,000 | -2.7% | 194,550 | -2.6% | 2.94% | -2.5% |
| Q1 2015 | $22,754,000 | -3.6% | 199,686 | -5.6% | 3.02% | -7.7% |
| Q4 2014 | $23,607,000 | +0.8% | 211,535 | -3.5% | 3.27% | -0.2% |
| Q3 2014 | $23,413,000 | +6.2% | 219,180 | +4.6% | 3.28% | +3.1% |
| Q2 2014 | $22,042,000 | +11.7% | 209,544 | +6.0% | 3.18% | +1.4% |
| Q1 2014 | $19,739,000 | +15.2% | 197,709 | +14.0% | 3.13% | -4.9% |
| Q4 2013 | $17,131,000 | +21.4% | 173,482 | +9.8% | 3.30% | +11.1% |
| Q3 2013 | $14,115,000 | +1086.1% | 157,961 | +1018.7% | 2.97% | +912.6% |
| Q2 2013 | $1,190,000 | – | 14,120 | – | 0.29% | – |
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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% |