ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,040,734 | +2.2% | 190,598 | +5.3% | 1.80% | -1.6% |
| Q2 2023 | $12,755,685 | +15.2% | 180,983 | +3.0% | 1.83% | +3.0% |
| Q1 2023 | $11,069,090 | +16.3% | 175,784 | +8.0% | 1.78% | -4.3% |
| Q4 2022 | $9,519,369 | +0.2% | 162,724 | -1.0% | 1.86% | -7.4% |
| Q3 2022 | $9,505,000 | +8.8% | 164,306 | +13.5% | 2.01% | +8.8% |
| Q2 2022 | $8,733,000 | -19.7% | 144,712 | +3.4% | 1.85% | -7.2% |
| Q1 2022 | $10,873,000 | +4.6% | 139,911 | +2.6% | 1.99% | +18.0% |
| Q4 2021 | $10,394,000 | +6.3% | 136,403 | +3.4% | 1.69% | -4.0% |
| Q3 2021 | $9,777,000 | 0.0% | 131,912 | 0.0% | 1.76% | -0.1% |
| Q2 2021 | $9,777,000 | +14.9% | 131,912 | +0.9% | 1.76% | +4.9% |
| Q1 2021 | $8,512,000 | +10.2% | 130,732 | +8.0% | 1.68% | +5.1% |
| Q4 2020 | $7,725,000 | +13.7% | 121,041 | +312.3% | 1.60% | -15.5% |
| Q3 2020 | $6,793,000 | +16.6% | 29,355 | +4.6% | 1.89% | -5.6% |
| Q2 2020 | $5,826,000 | -68.9% | 28,055 | -72.8% | 2.00% | +149.3% |
| Q1 2020 | $18,747,000 | +301.5% | 103,286 | +109.0% | 0.80% | +63.2% |
| Q4 2019 | $4,669,000 | -42.9% | 49,425 | +8.9% | 0.49% | -46.3% |
| Q3 2019 | $8,170,000 | +94.0% | 45,382 | +93.2% | 0.92% | -50.0% |
| Q2 2019 | $4,211,000 | +2.8% | 23,492 | -1.2% | 1.83% | -10.6% |
| Q1 2019 | $4,097,000 | +17.3% | 23,768 | +2.5% | 2.05% | +0.6% |
| Q4 2018 | $3,493,000 | -15.5% | 23,185 | -0.6% | 2.04% | -8.0% |
| Q3 2018 | $4,134,000 | +9.9% | 23,335 | +0.9% | 2.21% | -1.6% |
| Q2 2018 | $3,760,000 | +6.3% | 23,126 | +1.4% | 2.25% | -30.4% |
| Q1 2018 | $3,536,000 | -8.1% | 22,802 | -9.4% | 3.23% | -13.6% |
| Q4 2017 | $3,847,000 | +7.3% | 25,181 | +0.8% | 3.74% | -0.7% |
| Q3 2017 | $3,584,000 | +7.6% | 24,992 | +2.7% | 3.77% | -39.8% |
| Q2 2017 | $3,331,000 | +4.8% | 24,338 | +0.7% | 6.26% | +31.0% |
| Q1 2017 | $3,178,000 | -99.9% | 24,163 | -50.7% | 4.78% | +30.9% |
| Q4 2016 | $2,986,105,000 | +102798.2% | 48,988 | +105.4% | 3.65% | +4.2% |
| Q3 2016 | $2,902,000 | +15.4% | 23,852 | +10.6% | 3.50% | +6.5% |
| Q2 2016 | $2,514,000 | +9.3% | 21,567 | +8.6% | 3.29% | -1.9% |
| Q1 2016 | $2,301,000 | -1.6% | 19,857 | -1.7% | 3.35% | +1.8% |
| Q4 2015 | $2,339,000 | +7.6% | 20,197 | +0.2% | 3.29% | +11.5% |
| Q3 2015 | $2,173,000 | -4.4% | 20,161 | +0.9% | 2.95% | -5.7% |
| Q2 2015 | $2,274,000 | +1.1% | 19,972 | +1.2% | 3.13% | -6.3% |
| Q1 2015 | $2,249,000 | +3.7% | 19,738 | +1.5% | 3.34% | +17.3% |
| Q4 2014 | $2,169,000 | – | 19,439 | – | 2.85% | – |
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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% |