ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,164,852 | -3.4% | 17,025 | -0.5% | 0.05% | -3.8% |
| Q2 2023 | $1,206,337 | +47.4% | 17,116 | +33.6% | 0.05% | +23.3% |
| Q1 2023 | $818,223 | +9.9% | 12,807 | +0.6% | 0.04% | +4.9% |
| Q4 2022 | $744,562 | +11.5% | 12,728 | +10.3% | 0.04% | -12.8% |
| Q3 2022 | $668,000 | -68.6% | 11,541 | -67.3% | 0.05% | -75.9% |
| Q2 2022 | $2,130,000 | +233.3% | 35,290 | +322.1% | 0.20% | +261.1% |
| Q1 2022 | $639,000 | -34.9% | 8,361 | -37.2% | 0.05% | -36.5% |
| Q4 2021 | $981,000 | +224.8% | 13,309 | +909.8% | 0.08% | +117.9% |
| Q2 2020 | $302,000 | +39.2% | 1,318 | +0.1% | 0.04% | +5.4% |
| Q1 2020 | $217,000 | -19.9% | 1,317 | +0.1% | 0.04% | +2.8% |
| Q4 2019 | $271,000 | +8.0% | 1,316 | -5.8% | 0.04% | 0.0% |
| Q3 2019 | $251,000 | +0.4% | 1,397 | +0.1% | 0.04% | -2.7% |
| Q2 2019 | $250,000 | +4.2% | 1,396 | +0.1% | 0.04% | 0.0% |
| Q1 2019 | $240,000 | -76.1% | 1,395 | -75.4% | 0.04% | -75.0% |
| Q3 2018 | $1,006,000 | +9.0% | 5,680 | +0.0% | 0.15% | +2.8% |
| Q2 2018 | $923,000 | +4.8% | 5,679 | 0.0% | 0.14% | +1.4% |
| Q1 2018 | $881,000 | +1.6% | 5,679 | 0.0% | 0.14% | +14.5% |
| Q4 2017 | $867,000 | +10.4% | 5,679 | +3.7% | 0.12% | -27.1% |
| Q3 2017 | $785,000 | +4.8% | 5,474 | +0.0% | 0.17% | -9.6% |
| Q2 2017 | $749,000 | +19.8% | 5,473 | +15.1% | 0.19% | +13.9% |
| Q1 2017 | $625,000 | +1853.1% | 4,753 | +1495.0% | 0.16% | +650.0% |
| Q3 2015 | $32,000 | -5.9% | 298 | 0.0% | 0.02% | +4.8% |
| Q2 2015 | $34,000 | 0.0% | 298 | +0.3% | 0.02% | +23.5% |
| Q1 2015 | $34,000 | -2.9% | 297 | -6.6% | 0.02% | -5.6% |
| Q4 2014 | $35,000 | +2.9% | 318 | +0.3% | 0.02% | 0.0% |
| Q3 2014 | $34,000 | +3.0% | 317 | +0.3% | 0.02% | +28.6% |
| Q2 2014 | $33,000 | +6.5% | 316 | +0.3% | 0.01% | 0.0% |
| Q1 2014 | $31,000 | 0.0% | 315 | 0.0% | 0.01% | +27.3% |
| Q4 2013 | $31,000 | 0.0% | 315 | -8.2% | 0.01% | -31.2% |
| Q3 2013 | $31,000 | – | 343 | – | 0.02% | – |
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% |