ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $787 | -99.9% | 13,451 | -1.3% | 0.02% | -7.4% |
| Q3 2022 | $788,000 | -0.4% | 13,628 | +4.0% | 0.03% | +3.8% |
| Q2 2022 | $791,000 | -39.2% | 13,110 | -23.0% | 0.03% | -33.3% |
| Q1 2022 | $1,301,000 | +50.4% | 17,036 | +64.7% | 0.04% | +56.0% |
| Q4 2021 | $865,000 | +11.8% | 10,341 | -1.2% | 0.02% | 0.0% |
| Q3 2021 | $774,000 | +5.2% | 10,468 | +3.4% | 0.02% | +4.2% |
| Q2 2021 | $736,000 | -92.2% | 10,122 | -93.0% | 0.02% | -92.9% |
| Q1 2021 | $9,437,000 | +1427.0% | 144,936 | +1395.6% | 0.34% | +1300.0% |
| Q4 2020 | $618,000 | +8.6% | 9,691 | +293.9% | 0.02% | -4.0% |
| Q3 2020 | $569,000 | +10.9% | 2,460 | -0.5% | 0.02% | 0.0% |
| Q2 2020 | $513,000 | +25.7% | 2,472 | 0.0% | 0.02% | +8.7% |
| Q1 2020 | $408,000 | -19.5% | 2,472 | +0.1% | 0.02% | 0.0% |
| Q4 2019 | $507,000 | +12.2% | 2,470 | -1.7% | 0.02% | 0.0% |
| Q3 2019 | $452,000 | +0.4% | 2,513 | +0.1% | 0.02% | -4.2% |
| Q2 2019 | $450,000 | +3.9% | 2,511 | -0.1% | 0.02% | -4.0% |
| Q1 2019 | $433,000 | +14.6% | 2,513 | +0.1% | 0.02% | +4.2% |
| Q4 2018 | $378,000 | -15.4% | 2,511 | -0.5% | 0.02% | -11.1% |
| Q3 2018 | $447,000 | +9.0% | 2,523 | +0.2% | 0.03% | +3.8% |
| Q2 2018 | $410,000 | +11.1% | 2,518 | +5.8% | 0.03% | +8.3% |
| Q1 2018 | $369,000 | +1.7% | 2,380 | +0.0% | 0.02% | 0.0% |
| Q4 2017 | $363,000 | +6.5% | 2,379 | +0.1% | 0.02% | +4.3% |
| Q3 2017 | $341,000 | +4.9% | 2,376 | +0.0% | 0.02% | -4.2% |
| Q2 2017 | $325,000 | +4.2% | 2,375 | +0.1% | 0.02% | -4.0% |
| Q1 2017 | $312,000 | +8.0% | 2,373 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $289,000 | +0.3% | 2,373 | +0.1% | 0.02% | -3.8% |
| Q3 2016 | $288,000 | +4.7% | 2,370 | -0.8% | 0.03% | -7.1% |
| Q2 2016 | $275,000 | -0.7% | 2,388 | +0.1% | 0.03% | -3.4% |
| Q1 2016 | $277,000 | -0.4% | 2,386 | -0.7% | 0.03% | -6.5% |
| Q4 2015 | $278,000 | +7.3% | 2,402 | +0.1% | 0.03% | +6.9% |
| Q3 2015 | $259,000 | -17.8% | 2,400 | -13.2% | 0.03% | -14.7% |
| Q2 2015 | $315,000 | -4.5% | 2,766 | -4.4% | 0.03% | -8.1% |
| Q1 2015 | $330,000 | -33.3% | 2,893 | -34.8% | 0.04% | -38.3% |
| Q4 2014 | $495,000 | -44.6% | 4,438 | -46.9% | 0.06% | -49.2% |
| Q3 2014 | $893,000 | +188.1% | 8,359 | +182.9% | 0.12% | +174.4% |
| Q2 2014 | $310,000 | +5.1% | 2,955 | +0.0% | 0.04% | -8.5% |
| Q1 2014 | $295,000 | +21.9% | 2,954 | +20.4% | 0.05% | +11.9% |
| Q4 2013 | $242,000 | -3.6% | 2,454 | -12.5% | 0.04% | -10.6% |
| Q3 2013 | $251,000 | +6.8% | 2,805 | +0.4% | 0.05% | -2.1% |
| Q2 2013 | $235,000 | – | 2,795 | – | 0.05% | – |
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% |