ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $163,849 | +79.8% | 2,394,758 | +85.2% | 1.00% | +78.3% |
| Q2 2023 | $91,133 | +11.5% | 1,293,040 | +1.1% | 0.56% | +2.0% |
| Q1 2023 | $81,702 | +7.2% | 1,278,798 | -1.8% | 0.55% | -1.6% |
| Q4 2022 | $76,191 | -99.9% | 1,302,409 | +1.1% | 0.56% | -5.2% |
| Q3 2022 | $74,547,000 | -3.1% | 1,288,623 | +1.1% | 0.59% | -0.7% |
| Q2 2022 | $76,923,000 | -28.5% | 1,274,611 | -9.5% | 0.60% | -21.9% |
| Q1 2022 | $107,546,000 | -5.6% | 1,408,042 | +3.4% | 0.76% | -4.9% |
| Q4 2021 | $113,966,000 | +21.7% | 1,362,089 | +5.8% | 0.80% | +7.5% |
| Q2 2021 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q1 2021 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q4 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q3 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q2 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q1 2020 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q4 2019 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q3 2019 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q2 2019 | $93,624,000 | 0.0% | 1,287,281 | 0.0% | 0.75% | 0.0% |
| Q1 2019 | $93,624,000 | +228.5% | 1,287,281 | +580.5% | 0.75% | +4.8% |
| Q4 2018 | $28,503,000 | +8.9% | 189,175 | +28.1% | 0.71% | +6.6% |
| Q3 2018 | $26,174,000 | +61.6% | 147,735 | +48.3% | 0.67% | +25.3% |
| Q2 2018 | $16,200,000 | +29.6% | 99,626 | +23.6% | 0.53% | +7.2% |
| Q1 2018 | $12,496,000 | -4.8% | 80,584 | -6.2% | 0.50% | -14.8% |
| Q4 2017 | $13,122,000 | +18.5% | 85,894 | +11.2% | 0.58% | +11.3% |
| Q3 2017 | $11,077,000 | +9.9% | 77,238 | +4.9% | 0.52% | +1.6% |
| Q2 2017 | $10,078,000 | +41.3% | 73,640 | +35.8% | 0.52% | +28.0% |
| Q1 2017 | $7,133,000 | +89.8% | 54,234 | +75.7% | 0.40% | +75.2% |
| Q4 2016 | $3,759,000 | +135.2% | 30,866 | +135.0% | 0.23% | +109.1% |
| Q3 2016 | $1,598,000 | +1188.7% | 13,134 | +1139.1% | 0.11% | +1122.2% |
| Q2 2016 | $124,000 | -10.8% | 1,060 | -11.4% | 0.01% | -25.0% |
| Q1 2016 | $139,000 | -0.7% | 1,196 | -1.2% | 0.01% | -14.3% |
| Q4 2015 | $140,000 | +1300.0% | 1,211 | +1148.5% | 0.01% | +1300.0% |
| Q3 2015 | $10,000 | – | 97 | – | 0.00% | – |
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% |