ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $290,000 | -73.8% | 4,806 | -66.8% | 0.03% | -65.5% |
| Q1 2022 | $1,106,000 | +2.3% | 14,486 | -2.5% | 0.08% | -20.8% |
| Q2 2021 | $1,081,000 | +1.2% | 14,862 | -9.4% | 0.11% | +9.3% |
| Q1 2021 | $1,068,000 | -65.7% | 16,401 | -66.4% | 0.10% | -75.6% |
| Q4 2020 | $3,112,000 | +10.0% | 48,768 | +298.1% | 0.40% | -12.0% |
| Q3 2020 | $2,830,000 | -6.5% | 12,249 | -16.0% | 0.45% | -16.6% |
| Q2 2020 | $3,026,000 | +6.1% | 14,583 | -8.0% | 0.54% | -38.2% |
| Q3 2019 | $2,852,000 | -7.3% | 15,844 | -7.7% | 0.88% | -15.9% |
| Q2 2019 | $3,078,000 | -15.9% | 17,173 | -19.2% | 1.04% | +22.9% |
| Q1 2019 | $3,662,000 | +8.4% | 21,246 | -5.3% | 0.85% | -19.2% |
| Q4 2018 | $3,379,000 | +0.9% | 22,424 | +18.6% | 1.05% | +19.4% |
| Q3 2018 | $3,350,000 | +251.9% | 18,908 | +223.1% | 0.88% | +235.1% |
| Q2 2018 | $952,000 | +5.9% | 5,852 | +0.9% | 0.26% | -4.4% |
| Q1 2018 | $899,000 | -64.2% | 5,800 | -75.7% | 0.27% | -27.5% |
| Q4 2017 | $2,511,000 | +49.9% | 23,822 | +103.9% | 0.38% | -28.4% |
| Q3 2017 | $1,675,000 | +42.2% | 11,681 | +35.7% | 0.53% | +31.3% |
| Q2 2017 | $1,178,000 | +74.5% | 8,610 | +67.9% | 0.40% | +54.6% |
| Q1 2017 | $675,000 | +6.5% | 5,129 | -1.4% | 0.26% | +18.2% |
| Q4 2016 | $634,000 | -0.8% | 5,202 | -1.0% | 0.22% | -24.4% |
| Q3 2016 | $639,000 | +7.0% | 5,254 | +2.5% | 0.29% | -4.9% |
| Q2 2016 | $597,000 | +0.7% | 5,124 | +0.1% | 0.31% | -15.7% |
| Q1 2016 | $593,000 | +20.3% | 5,117 | +20.1% | 0.36% | +10.0% |
| Q4 2015 | $493,000 | +6.5% | 4,260 | -0.8% | 0.33% | +0.3% |
| Q3 2015 | $463,000 | -6.8% | 4,294 | -1.7% | 0.33% | -0.9% |
| Q2 2015 | $497,000 | -1.8% | 4,369 | -1.6% | 0.33% | +0.6% |
| Q1 2015 | $506,000 | +1.8% | 4,439 | -0.4% | 0.33% | +2.5% |
| Q4 2014 | $497,000 | +4.9% | 4,457 | +0.3% | 0.32% | +21.5% |
| Q3 2014 | $474,000 | +7.5% | 4,442 | +6.0% | 0.26% | -6.0% |
| Q2 2014 | $441,000 | +23.9% | 4,192 | +17.6% | 0.28% | -24.4% |
| Q1 2014 | $356,000 | -24.3% | 3,566 | -25.1% | 0.37% | +11.3% |
| Q4 2013 | $470,000 | – | 4,764 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |