ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,860,959 | -4.0% | 56,430 | -1.1% | 1.08% | +2.0% |
| Q2 2023 | $4,021,853 | +10.5% | 57,064 | +0.2% | 1.06% | +5.5% |
| Q1 2023 | $3,638,872 | +12.1% | 56,955 | +2.7% | 1.01% | +6.2% |
| Q4 2022 | $3,245,840 | -0.3% | 55,484 | -1.4% | 0.95% | -8.8% |
| Q3 2022 | $3,254,000 | -4.2% | 56,253 | 0.0% | 1.04% | +4.0% |
| Q2 2022 | $3,395,000 | -20.9% | 56,253 | +0.2% | 1.00% | -11.0% |
| Q1 2022 | $4,290,000 | -8.6% | 56,163 | +0.1% | 1.12% | -7.4% |
| Q4 2021 | $4,692,000 | +5.9% | 56,081 | -1.3% | 1.21% | +4.2% |
| Q3 2021 | $4,432,000 | +7.4% | 56,818 | +0.1% | 1.16% | +3.7% |
| Q2 2021 | $4,127,000 | +12.0% | 56,747 | +0.2% | 1.12% | +5.5% |
| Q1 2021 | $3,686,000 | +3.3% | 56,616 | 0.0% | 1.06% | 0.0% |
| Q4 2020 | $3,569,000 | +11.3% | 56,616 | +308.1% | 1.06% | -7.4% |
| Q3 2020 | $3,206,000 | +4.5% | 13,872 | -6.2% | 1.15% | +0.1% |
| Q2 2020 | $3,068,000 | +26.3% | 14,785 | +0.4% | 1.15% | +11.0% |
| Q1 2020 | $2,430,000 | -16.1% | 14,721 | -1.6% | 1.03% | +5.4% |
| Q4 2019 | $2,898,000 | +8.3% | 14,963 | +0.7% | 0.98% | +3.3% |
| Q3 2019 | $2,675,000 | -0.6% | 14,857 | -1.1% | 0.95% | -0.1% |
| Q2 2019 | $2,692,000 | +3.9% | 15,021 | -0.1% | 0.95% | +0.8% |
| Q1 2019 | $2,592,000 | +12.2% | 15,038 | -2.0% | 0.94% | +2.1% |
| Q4 2018 | $2,311,000 | -14.6% | 15,341 | +0.5% | 0.92% | -5.7% |
| Q3 2018 | $2,706,000 | +6.0% | 15,272 | -2.7% | 0.98% | +2.4% |
| Q2 2018 | $2,552,000 | +4.9% | 15,691 | 0.0% | 0.96% | +1.1% |
| Q1 2018 | $2,433,000 | +1.7% | 15,691 | +0.2% | 0.95% | -0.2% |
| Q4 2017 | $2,392,000 | +4.0% | 15,656 | -2.3% | 0.95% | -1.0% |
| Q3 2017 | $2,299,000 | +3.8% | 16,031 | -1.0% | 0.96% | -1.8% |
| Q2 2017 | $2,215,000 | +9.7% | 16,188 | +5.4% | 0.98% | +1.6% |
| Q1 2017 | $2,019,000 | +1.8% | 15,355 | -5.7% | 0.96% | +2.9% |
| Q4 2016 | $1,984,000 | +5.8% | 16,290 | +5.7% | 0.94% | +4.9% |
| Q3 2016 | $1,875,000 | +2.3% | 15,409 | -2.0% | 0.89% | -2.1% |
| Q2 2016 | $1,832,000 | +7.8% | 15,717 | +7.2% | 0.91% | +5.6% |
| Q1 2016 | $1,699,000 | +0.2% | 14,661 | +0.2% | 0.86% | -4.1% |
| Q4 2015 | $1,695,000 | +7.8% | 14,639 | +0.3% | 0.90% | +5.4% |
| Q3 2015 | $1,573,000 | -5.1% | 14,591 | +0.3% | 0.85% | 0.0% |
| Q2 2015 | $1,657,000 | +0.2% | 14,552 | +0.3% | 0.85% | +1.3% |
| Q1 2015 | $1,654,000 | +2.4% | 14,513 | +0.3% | 0.84% | +0.2% |
| Q4 2014 | $1,615,000 | – | 14,468 | – | 0.84% | – |
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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% |