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 | $28,680,029 | -19.7% | 419,176 | -17.2% | 0.19% | -3.6% |
| Q2 2023 | $35,700,715 | +4.8% | 506,537 | -5.0% | 0.20% | +2.6% |
| Q1 2023 | $34,072,752 | +1.9% | 533,303 | -6.7% | 0.19% | +1.6% |
| Q4 2022 | $33,426,334 | -6.8% | 571,390 | -7.9% | 0.19% | -11.8% |
| Q3 2022 | $35,879,000 | -9.0% | 620,201 | -5.0% | 0.21% | -1.9% |
| Q2 2022 | $39,410,000 | -23.3% | 653,026 | -3.0% | 0.22% | -13.6% |
| Q1 2022 | $51,407,000 | -11.8% | 673,044 | -3.3% | 0.25% | -6.7% |
| Q4 2021 | $58,262,000 | +0.8% | 696,333 | -10.9% | 0.27% | -7.3% |
| Q3 2021 | $57,792,000 | -2.5% | 781,923 | -4.0% | 0.29% | -3.0% |
| Q2 2021 | $59,258,000 | +7.3% | 814,768 | -4.0% | 0.30% | -2.6% |
| Q1 2021 | $55,251,000 | -3.5% | 848,584 | -5.4% | 0.31% | -11.3% |
| Q4 2020 | $57,249,000 | +5.1% | 897,036 | +280.6% | 0.34% | -2.8% |
| Q3 2020 | $54,457,000 | +8.8% | 235,664 | -2.3% | 0.36% | -2.5% |
| Q2 2020 | $50,036,000 | +25.8% | 241,150 | -4.1% | 0.36% | +10.6% |
| Q1 2020 | $39,777,000 | -21.9% | 251,374 | -4.5% | 0.33% | 0.0% |
| Q4 2019 | $50,954,000 | +4.3% | 263,139 | -3.0% | 0.33% | -3.8% |
| Q3 2019 | $48,851,000 | -3.5% | 271,348 | -3.9% | 0.34% | +3.3% |
| Q2 2019 | $50,619,000 | +2.2% | 282,409 | -1.7% | 0.33% | -4.9% |
| Q1 2019 | $49,522,000 | -14.7% | 287,315 | -25.4% | 0.35% | -24.5% |
| Q4 2018 | $58,026,000 | -14.0% | 385,121 | +1.2% | 0.46% | -2.7% |
| Q3 2018 | $67,447,000 | +17.9% | 380,690 | +8.2% | 0.47% | +11.3% |
| Q2 2018 | $57,202,000 | +6.0% | 351,771 | +1.1% | 0.43% | +3.6% |
| Q1 2018 | $53,943,000 | -4.1% | 347,860 | -5.1% | 0.41% | -7.4% |
| Q4 2017 | $56,238,000 | +2.7% | 366,441 | -4.0% | 0.44% | -4.3% |
| Q3 2017 | $54,758,000 | +5.2% | 381,800 | +0.4% | 0.46% | -0.4% |
| Q2 2017 | $52,064,000 | +9.4% | 380,443 | +5.1% | 0.47% | +5.2% |
| Q1 2017 | $47,587,000 | +9.9% | 361,824 | +1.7% | 0.44% | +5.2% |
| Q4 2016 | $43,313,000 | -40.2% | 355,635 | -40.2% | 0.42% | -40.1% |
| Q3 2016 | $72,413,000 | +8.0% | 595,204 | +3.9% | 0.70% | +2.9% |
| Q2 2016 | $67,056,000 | +45.4% | 573,129 | +44.0% | 0.68% | +34.2% |
| Q1 2016 | $46,120,000 | -32.4% | 397,964 | -32.5% | 0.51% | -35.2% |
| Q4 2015 | $68,251,000 | +47.3% | 589,389 | +37.2% | 0.78% | +41.2% |
| Q3 2015 | $46,325,000 | -15.7% | 429,734 | -11.0% | 0.56% | -12.7% |
| Q2 2015 | $54,975,000 | +9.2% | 482,833 | +9.8% | 0.64% | +3.6% |
| Q1 2015 | $50,337,000 | -50.3% | 439,583 | -51.6% | 0.62% | -19.2% |
| Q4 2014 | $101,350,000 | +28.4% | 908,154 | +22.9% | 0.76% | -44.5% |
| Q3 2014 | $78,907,000 | -10.2% | 738,696 | -11.5% | 1.37% | -16.0% |
| Q2 2014 | $87,846,000 | +0.9% | 835,115 | -4.3% | 1.63% | -12.1% |
| Q1 2014 | $87,080,000 | +31336.8% | 872,196 | +30961.1% | 1.86% | +20511.1% |
| Q4 2013 | $277,000 | -99.6% | 2,808 | -99.6% | 0.01% | -99.6% |
| Q3 2013 | $70,814,000 | +14.5% | 792,463 | +7.6% | 2.26% | +37.4% |
| Q2 2013 | $61,855,000 | – | 736,280 | – | 1.64% | – |
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% |