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 | $339,979 | -2.9% | 4,969 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $350,215 | +3.2% | 4,969 | -6.5% | 0.02% | -3.8% |
| Q1 2023 | $339,448 | +9.2% | 5,313 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $310,811 | -28.9% | 5,313 | -29.7% | 0.03% | -49.0% |
| Q3 2022 | $437,000 | -2.2% | 7,553 | +2.0% | 0.05% | -3.8% |
| Q2 2022 | $447,000 | -19.5% | 7,402 | +1.8% | 0.05% | +6.0% |
| Q1 2022 | $555,000 | +10.6% | 7,270 | +21.1% | 0.05% | +11.1% |
| Q4 2021 | $502,000 | +8.9% | 6,002 | -3.7% | 0.04% | -10.0% |
| Q3 2021 | $461,000 | +1.8% | 6,234 | 0.0% | 0.05% | +8.7% |
| Q2 2021 | $453,000 | +11.6% | 6,234 | 0.0% | 0.05% | -14.8% |
| Q1 2021 | $406,000 | -50.4% | 6,234 | -51.3% | 0.05% | -60.6% |
| Q4 2020 | $818,000 | +0.6% | 12,812 | +264.3% | 0.14% | -19.4% |
| Q3 2020 | $813,000 | -13.2% | 3,517 | -22.1% | 0.17% | -11.0% |
| Q2 2020 | $937,000 | +22.8% | 4,517 | -2.3% | 0.19% | +6.1% |
| Q1 2020 | $763,000 | -19.3% | 4,621 | -5.4% | 0.18% | +11.8% |
| Q4 2019 | $946,000 | +12.8% | 4,885 | +4.8% | 0.16% | -0.6% |
| Q3 2019 | $839,000 | +0.5% | 4,662 | +0.0% | 0.16% | -0.6% |
| Q2 2019 | $835,000 | +2.1% | 4,661 | -1.8% | 0.16% | -1.2% |
| Q1 2019 | $818,000 | +15.0% | 4,745 | +0.6% | 0.16% | +3.8% |
| Q4 2018 | $711,000 | -16.3% | 4,718 | -1.5% | 0.16% | -24.3% |
| Q3 2018 | $849,000 | +9.0% | 4,790 | 0.0% | 0.21% | +4.5% |
| Q2 2018 | $779,000 | +4.8% | 4,790 | 0.0% | 0.20% | -1.0% |
| Q1 2018 | $743,000 | +1.4% | 4,790 | -0.2% | 0.20% | 0.0% |
| Q4 2017 | $733,000 | +11.9% | 4,799 | +5.1% | 0.20% | +12.2% |
| Q3 2017 | $655,000 | +4.1% | 4,568 | -0.6% | 0.18% | +11.0% |
| Q2 2017 | $629,000 | +2.9% | 4,597 | -1.1% | 0.16% | +7.2% |
| Q1 2017 | $611,000 | +9.1% | 4,649 | +1.1% | 0.15% | +4.8% |
| Q4 2016 | $560,000 | +0.2% | 4,597 | +0.1% | 0.14% | -5.8% |
| Q3 2016 | $559,000 | +4.5% | 4,593 | 0.0% | 0.15% | +4.8% |
| Q2 2016 | $535,000 | 0.0% | 4,593 | -0.6% | 0.15% | +7.3% |
| Q1 2016 | $535,000 | -0.6% | 4,619 | -0.5% | 0.14% | +3.8% |
| Q4 2015 | $538,000 | -46.3% | 4,644 | -50.0% | 0.13% | -2.2% |
| Q3 2015 | $1,002,000 | +86.9% | 9,288 | +97.4% | 0.14% | -4.3% |
| Q2 2015 | $536,000 | -0.9% | 4,705 | -0.8% | 0.14% | +2.2% |
| Q1 2015 | $541,000 | +1.9% | 4,744 | -0.2% | 0.14% | -12.1% |
| Q4 2014 | $531,000 | -2.2% | 4,754 | -6.4% | 0.16% | -4.3% |
| Q3 2014 | $543,000 | +9.5% | 5,080 | +7.7% | 0.16% | +1.9% |
| Q2 2014 | $496,000 | -16.8% | 4,715 | -21.0% | 0.16% | -19.1% |
| Q1 2014 | $596,000 | +1.0% | 5,966 | -0.1% | 0.20% | -3.4% |
| Q4 2013 | $590,000 | +8.3% | 5,972 | -2.0% | 0.21% | +2.5% |
| Q3 2013 | $545,000 | +6.9% | 6,095 | +0.4% | 0.20% | 0.0% |
| Q2 2013 | $510,000 | – | 6,070 | – | 0.20% | – |
Download | ||||||
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% |