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 2023 | $1,284,907 | +24.7% | 18,780 | +28.5% | 0.02% | +43.8% |
| Q2 2023 | $1,030,256 | +14.2% | 14,618 | +3.5% | 0.02% | 0.0% |
| Q1 2023 | $902,235 | +7.6% | 14,122 | -1.5% | 0.02% | 0.0% |
| Q4 2022 | $838,872 | +0.2% | 14,340 | -0.8% | 0.02% | -11.1% |
| Q3 2022 | $837,000 | -6.2% | 14,461 | -2.2% | 0.02% | -10.0% |
| Q2 2022 | $892,000 | -21.6% | 14,785 | -0.8% | 0.02% | -9.1% |
| Q1 2022 | $1,138,000 | -2.9% | 14,898 | +6.3% | 0.02% | -4.3% |
| Q4 2021 | $1,172,000 | +12.6% | 14,013 | -0.5% | 0.02% | -8.0% |
| Q3 2021 | $1,041,000 | -4.6% | 14,088 | -6.1% | 0.02% | -10.7% |
| Q2 2021 | $1,091,000 | -31.3% | 14,996 | -38.5% | 0.03% | -37.8% |
| Q1 2021 | $1,587,000 | -3.1% | 24,368 | -5.0% | 0.04% | -15.1% |
| Q4 2020 | $1,637,000 | +4.7% | 25,656 | +279.0% | 0.05% | -13.1% |
| Q3 2020 | $1,564,000 | +7.0% | 6,769 | -3.9% | 0.06% | -9.0% |
| Q2 2020 | $1,462,000 | +21.4% | 7,044 | -3.4% | 0.07% | -20.2% |
| Q1 2020 | $1,204,000 | -23.8% | 7,295 | -10.6% | 0.08% | -15.2% |
| Q4 2019 | $1,581,000 | +13.2% | 8,164 | +5.2% | 0.10% | -2.9% |
| Q3 2019 | $1,397,000 | -6.7% | 7,762 | -7.1% | 0.10% | -15.7% |
| Q2 2019 | $1,497,000 | +0.1% | 8,353 | -3.7% | 0.12% | -2.4% |
| Q1 2019 | $1,495,000 | +15.6% | 8,675 | +1.1% | 0.12% | +4.2% |
| Q4 2018 | $1,293,000 | -2.2% | 8,579 | +15.0% | 0.12% | +0.8% |
| Q3 2018 | $1,322,000 | -14.9% | 7,462 | -21.9% | 0.12% | -22.4% |
| Q2 2018 | $1,553,000 | -19.0% | 9,551 | -22.8% | 0.15% | -23.6% |
| Q1 2018 | $1,918,000 | +26.4% | 12,367 | +24.5% | 0.20% | +17.8% |
| Q4 2017 | $1,517,000 | +5.8% | 9,931 | -0.7% | 0.17% | -2.9% |
| Q3 2017 | $1,434,000 | +9.2% | 9,996 | +4.2% | 0.17% | 0.0% |
| Q2 2017 | $1,313,000 | +6.9% | 9,592 | +2.7% | 0.17% | -6.5% |
| Q1 2017 | $1,228,000 | +17.7% | 9,339 | +9.0% | 0.19% | +1.1% |
| Q4 2016 | $1,043,000 | +4.6% | 8,565 | +4.5% | 0.18% | -1.6% |
| Q3 2016 | $997,000 | +9.7% | 8,197 | +5.1% | 0.19% | +1.1% |
| Q2 2016 | $909,000 | +5.5% | 7,800 | +4.8% | 0.18% | +1.1% |
| Q1 2016 | $862,000 | +5.8% | 7,441 | +5.7% | 0.18% | -3.2% |
| Q4 2015 | $815,000 | +78.3% | 7,039 | +66.1% | 0.19% | +57.5% |
| Q3 2015 | $457,000 | +32.1% | 4,239 | +39.6% | 0.12% | +31.9% |
| Q2 2015 | $346,000 | 0.0% | 3,037 | 0.0% | 0.09% | 0.0% |
| Q1 2015 | $346,000 | +48.5% | 3,037 | +45.5% | 0.09% | +35.8% |
| Q4 2014 | $233,000 | +5.9% | 2,088 | +1.4% | 0.07% | -1.5% |
| Q3 2014 | $220,000 | -21.7% | 2,059 | -22.8% | 0.07% | -25.3% |
| Q2 2014 | $281,000 | +8.5% | 2,668 | +2.7% | 0.09% | -4.2% |
| Q1 2014 | $259,000 | -62.4% | 2,599 | -62.7% | 0.10% | -63.7% |
| Q4 2013 | $688,000 | – | 6,969 | – | 0.26% | – |
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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% |