ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 618 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $548,236 | +15.4% | 7,991 | +18.6% | 0.04% | +15.2% |
| Q2 2023 | $474,895 | +5.8% | 6,738 | -4.1% | 0.03% | +3.1% |
| Q1 2023 | $448,892 | +9.2% | 7,026 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $411,021 | -0.7% | 7,026 | 0.0% | 0.03% | -13.2% |
| Q3 2022 | $414,000 | -11.7% | 7,026 | -9.6% | 0.04% | +11.8% |
| Q2 2022 | $469,000 | -21.0% | 7,776 | 0.0% | 0.03% | -19.0% |
| Q1 2022 | $594,000 | +7.6% | 7,776 | +18.0% | 0.04% | +20.0% |
| Q4 2021 | $552,000 | +13.1% | 6,592 | 0.0% | 0.04% | +6.1% |
| Q3 2021 | $488,000 | +1.2% | 6,592 | -0.6% | 0.03% | +3.1% |
| Q2 2021 | $482,000 | +11.8% | 6,632 | 0.0% | 0.03% | +10.3% |
| Q1 2021 | $431,000 | +69.0% | 6,632 | +65.8% | 0.03% | +31.8% |
| Q4 2020 | $255,000 | +10.4% | 4,000 | +300.0% | 0.02% | -8.3% |
| Q3 2020 | $231,000 | +11.6% | 1,000 | 0.0% | 0.02% | +9.1% |
| Q2 2020 | $207,000 | +25.5% | 1,000 | 0.0% | 0.02% | +10.0% |
| Q1 2020 | $165,000 | -14.9% | 1,000 | 0.0% | 0.02% | +11.1% |
| Q4 2019 | $194,000 | +7.8% | 1,000 | 0.0% | 0.02% | +5.9% |
| Q3 2019 | $180,000 | +0.6% | 1,000 | 0.0% | 0.02% | +6.2% |
| Q2 2019 | $179,000 | +4.1% | 1,000 | 0.0% | 0.02% | +6.7% |
| Q1 2019 | $172,000 | +13.9% | 1,000 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $151,000 | -14.7% | 1,000 | 0.0% | 0.02% | -11.1% |
| Q3 2018 | $177,000 | +8.6% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $163,000 | +5.2% | 1,000 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $155,000 | +1.3% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $153,000 | +7.0% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $143,000 | +4.4% | 1,000 | 0.0% | 0.02% | -5.0% |
| Q2 2017 | $137,000 | +3.8% | 1,000 | 0.0% | 0.02% | +17.6% |
| Q1 2017 | $132,000 | +8.2% | 1,000 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $122,000 | -13.5% | 1,000 | -14.0% | 0.02% | -10.5% |
| Q3 2016 | $141,000 | +3.7% | 1,163 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $136,000 | – | 1,163 | – | 0.02% | – |
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% |