ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,665 | -2.9% | 8,136 | 0.0% | 0.04% | +2.5% |
| Q2 2023 | $573,425 | +10.3% | 8,136 | 0.0% | 0.04% | +5.3% |
| Q1 2023 | $519,809 | +109103.6% | 8,136 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $476 | -99.9% | 8,136 | -3.4% | 0.04% | -11.6% |
| Q3 2022 | $487,000 | -4.1% | 8,422 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $508,000 | -21.0% | 8,422 | 0.0% | 0.04% | -12.0% |
| Q1 2022 | $643,000 | -8.8% | 8,422 | 0.0% | 0.05% | -9.1% |
| Q4 2021 | $705,000 | +10.0% | 8,422 | -2.9% | 0.06% | +7.8% |
| Q3 2021 | $641,000 | 0.0% | 8,673 | -1.6% | 0.05% | +2.0% |
| Q2 2021 | $641,000 | +11.7% | 8,811 | 0.0% | 0.05% | +4.2% |
| Q1 2021 | $574,000 | +2.1% | 8,811 | 0.0% | 0.05% | -5.9% |
| Q4 2020 | $562,000 | +9.1% | 8,811 | +295.6% | 0.05% | -7.3% |
| Q3 2020 | $515,000 | +9.1% | 2,227 | -2.1% | 0.06% | +3.8% |
| Q2 2020 | $472,000 | +25.9% | 2,275 | 0.0% | 0.05% | +15.2% |
| Q1 2020 | $375,000 | -15.0% | 2,275 | 0.0% | 0.05% | -4.2% |
| Q4 2019 | $441,000 | -1.8% | 2,275 | -8.9% | 0.05% | -7.7% |
| Q3 2019 | $449,000 | +0.4% | 2,496 | 0.0% | 0.05% | -1.9% |
| Q2 2019 | $447,000 | -4.9% | 2,496 | -8.4% | 0.05% | -8.6% |
| Q1 2019 | $470,000 | +14.4% | 2,725 | 0.0% | 0.06% | +5.5% |
| Q4 2018 | $411,000 | -19.4% | 2,725 | -5.4% | 0.06% | -20.3% |
| Q3 2018 | $510,000 | +9.0% | 2,880 | 0.0% | 0.07% | +3.0% |
| Q2 2018 | $468,000 | +4.7% | 2,880 | 0.0% | 0.07% | 0.0% |
| Q1 2018 | $447,000 | +1.6% | 2,880 | 0.0% | 0.07% | -13.0% |
| Q4 2017 | $440,000 | +6.5% | 2,880 | 0.0% | 0.08% | -1.3% |
| Q3 2017 | $413,000 | +4.8% | 2,880 | 0.0% | 0.08% | 0.0% |
| Q2 2017 | $394,000 | -13.4% | 2,880 | -16.7% | 0.08% | -16.1% |
| Q1 2017 | $455,000 | +8.1% | 3,459 | 0.0% | 0.09% | +1.1% |
| Q4 2016 | $421,000 | 0.0% | 3,459 | 0.0% | 0.09% | -4.2% |
| Q3 2016 | $421,000 | +4.5% | 3,459 | 0.0% | 0.10% | -2.0% |
| Q2 2016 | $403,000 | -5.4% | 3,459 | -5.9% | 0.10% | -4.9% |
| Q1 2016 | $426,000 | 0.0% | 3,675 | 0.0% | 0.10% | 0.0% |
| Q4 2015 | $426,000 | -52.3% | 3,675 | -55.7% | 0.10% | -59.9% |
| Q3 2015 | $894,000 | -5.3% | 8,291 | 0.0% | 0.26% | -15.5% |
| Q2 2015 | $944,000 | -0.1% | 8,291 | 0.0% | 0.30% | -1.9% |
| Q1 2015 | $945,000 | +2.2% | 8,291 | 0.0% | 0.31% | +10.3% |
| Q4 2014 | $925,000 | +135.4% | 8,291 | +125.6% | 0.28% | +95.1% |
| Q3 2014 | $393,000 | +1.6% | 3,675 | 0.0% | 0.14% | +2.9% |
| Q2 2014 | $387,000 | -22.8% | 3,675 | -26.7% | 0.14% | -26.3% |
| Q1 2014 | $501,000 | +1.2% | 5,017 | 0.0% | 0.19% | +5.6% |
| Q4 2013 | $495,000 | – | 5,017 | – | 0.18% | – |
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% |