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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $606 | -99.9% | 8,854 | +90.7% | 0.05% | +51.5% |
| Q2 2019 | $832,000 | -18.3% | 4,643 | -21.4% | 0.03% | -19.5% |
| Q1 2019 | $1,018,000 | -21.2% | 5,907 | -19.0% | 0.04% | -14.6% |
| Q3 2018 | $1,292,000 | -7.6% | 7,294 | -15.2% | 0.05% | -5.9% |
| Q2 2018 | $1,399,000 | -52.2% | 8,602 | -54.4% | 0.05% | -41.4% |
| Q1 2018 | $2,925,000 | +44.5% | 18,865 | +42.4% | 0.09% | +58.2% |
| Q4 2017 | $2,024,000 | -43.1% | 13,252 | -46.6% | 0.06% | -43.9% |
| Q3 2017 | $3,556,000 | -42.1% | 24,797 | -44.7% | 0.10% | -46.2% |
| Q2 2017 | $6,137,000 | +29.6% | 44,845 | +24.5% | 0.18% | +25.5% |
| Q1 2017 | $4,737,000 | -7.4% | 36,015 | -14.3% | 0.14% | -1.4% |
| Q4 2016 | $5,117,000 | +76.3% | 42,019 | +75.9% | 0.15% | +21.5% |
| Q3 2016 | $2,902,000 | -86.0% | 23,890 | -86.6% | 0.12% | -87.1% |
| Q2 2016 | $20,779,000 | +8.0% | 178,235 | +7.3% | 0.94% | +6.8% |
| Q1 2016 | $19,245,000 | +62.7% | 166,063 | +62.5% | 0.88% | +63.7% |
| Q4 2015 | $11,832,000 | -98.3% | 102,175 | +1459.2% | 0.54% | +780.3% |
| Q3 2015 | $706,413,000 | +4026.7% | 6,553 | -95.6% | 0.06% | -92.8% |
| Q2 2015 | $17,118,000 | -5.4% | 150,345 | -5.3% | 0.85% | +112.8% |
| Q1 2015 | $18,086,000 | +518.1% | 158,700 | +505.5% | 0.40% | +124.2% |
| Q4 2014 | $2,926,000 | +79.8% | 26,211 | +72.1% | 0.18% | +67.9% |
| Q3 2014 | $1,627,000 | -95.0% | 15,227 | -95.3% | 0.11% | -96.1% |
| Q1 2014 | $32,548,000 | +134.9% | 326,000 | +132.4% | 2.72% | +96.7% |
| Q4 2013 | $13,855,000 | – | 140,301 | – | 1.38% | – |
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% |