ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $17,483,000 | +11.1% | 75,659 | -0.3% | 0.59% | +0.9% |
| Q2 2020 | $15,742,000 | +65.9% | 75,867 | +31.9% | 0.58% | +42.6% |
| Q1 2020 | $9,490,000 | -2.5% | 57,498 | +14.5% | 0.41% | +24.0% |
| Q4 2019 | $9,729,000 | -14.4% | 50,208 | -20.5% | 0.33% | -18.8% |
| Q3 2019 | $11,370,000 | +5.4% | 63,137 | +4.9% | 0.40% | +8.6% |
| Q2 2019 | $10,789,000 | -16.6% | 60,192 | -19.8% | 0.37% | -15.8% |
| Q1 2019 | $12,939,000 | +7.2% | 75,072 | -6.3% | 0.44% | -7.1% |
| Q4 2018 | $12,071,000 | +4.7% | 80,109 | +23.1% | 0.48% | +20.8% |
| Q3 2018 | $11,525,000 | +61.5% | 65,070 | +47.9% | 0.40% | +46.8% |
| Q2 2018 | $7,136,000 | +5.1% | 43,994 | +0.5% | 0.27% | +2.7% |
| Q1 2018 | $6,792,000 | -1.3% | 43,765 | -2.9% | 0.26% | -4.4% |
| Q4 2017 | $6,882,000 | -41.3% | 45,094 | -44.9% | 0.27% | -45.7% |
| Q3 2017 | $11,718,000 | +68.2% | 81,808 | +60.6% | 0.50% | +62.4% |
| Q2 2017 | $6,967,000 | +81.4% | 50,951 | +76.2% | 0.31% | +57.1% |
| Q1 2017 | $3,840,000 | +32.7% | 28,917 | +21.7% | 0.20% | +35.6% |
| Q4 2016 | $2,893,000 | +15.8% | 23,752 | +15.7% | 0.15% | +9.8% |
| Q3 2016 | $2,498,000 | -54.0% | 20,536 | -55.9% | 0.13% | -56.0% |
| Q2 2016 | $5,435,000 | -25.6% | 46,609 | -26.1% | 0.30% | -25.6% |
| Q1 2016 | $7,309,000 | -31.0% | 63,035 | -31.1% | 0.41% | -26.0% |
| Q4 2015 | $10,598,000 | +84.1% | 91,498 | +71.4% | 0.55% | +73.2% |
| Q3 2015 | $5,758,000 | +20.5% | 53,393 | +27.1% | 0.32% | +48.1% |
| Q2 2015 | $4,780,000 | -12.5% | 42,003 | -12.4% | 0.21% | -40.7% |
| Q1 2015 | $5,462,000 | -35.8% | 47,925 | -37.2% | 0.36% | -41.7% |
| Q4 2014 | $8,503,000 | +215.6% | 76,291 | +202.8% | 0.62% | +189.3% |
| Q3 2014 | $2,694,000 | +62.2% | 25,194 | +60.0% | 0.21% | +75.4% |
| Q2 2014 | $1,661,000 | -41.3% | 15,745 | -44.6% | 0.12% | -42.5% |
| Q1 2014 | $2,830,000 | -13.2% | 28,404 | -14.0% | 0.21% | -18.8% |
| Q4 2013 | $3,261,000 | +152.8% | 33,014 | +129.1% | 0.26% | +248.0% |
| Q3 2013 | $1,290,000 | +33.4% | 14,410 | +25.1% | 0.08% | -2.6% |
| Q2 2013 | $967,000 | – | 11,518 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |