ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,566,000 | +49.9% | 37,383 | +53.9% | 0.16% | +69.5% |
| Q2 2023 | $1,712,000 | +135773.0% | 24,287 | +23.2% | 0.10% | -2.1% |
| Q1 2023 | $1,260 | +10.7% | 19,714 | +1.3% | 0.10% | +31.1% |
| Q4 2022 | $1,138 | -99.9% | 19,457 | +13.2% | 0.07% | -26.0% |
| Q3 2022 | $995,000 | -31.7% | 17,193 | -1.2% | 0.10% | +20.5% |
| Q4 2021 | $1,456,000 | -5.3% | 17,404 | -16.4% | 0.08% | -20.2% |
| Q3 2021 | $1,538,000 | +51.1% | 20,808 | +40.7% | 0.10% | +197.1% |
| Q1 2021 | $1,018,000 | +16.6% | 14,786 | +8.1% | 0.04% | -5.4% |
| Q4 2020 | $873,000 | -59.5% | 13,684 | +46.9% | 0.04% | -65.7% |
| Q3 2020 | $2,153,000 | +8.7% | 9,315 | -2.4% | 0.11% | -0.9% |
| Q2 2020 | $1,981,000 | +188.4% | 9,545 | +129.4% | 0.11% | +113.7% |
| Q1 2020 | $687,000 | -64.1% | 4,161 | -57.9% | 0.05% | -65.1% |
| Q4 2019 | $1,912,000 | -8.8% | 9,876 | -15.2% | 0.15% | -15.6% |
| Q3 2019 | $2,097,000 | +7.5% | 11,647 | +2.9% | 0.17% | -20.6% |
| Q1 2019 | $1,950,000 | +54.9% | 11,314 | +35.4% | 0.22% | +22.5% |
| Q4 2018 | $1,259,000 | -75.1% | 8,358 | -71.8% | 0.18% | -83.4% |
| Q2 2018 | $5,055,000 | -4.8% | 29,661 | -13.1% | 1.07% | -19.1% |
| Q1 2018 | $5,311,000 | -5.1% | 34,119 | -1.6% | 1.33% | -3.0% |
| Q4 2017 | $5,596,000 | +8.6% | 34,686 | -0.2% | 1.37% | +1.9% |
| Q3 2017 | $5,152,000 | +0.3% | 34,772 | -4.6% | 1.34% | -7.9% |
| Q2 2017 | $5,135,000 | +9.4% | 36,430 | +6.1% | 1.46% | +5.2% |
| Q1 2017 | $4,694,000 | -72.6% | 34,326 | -60.0% | 1.39% | -75.8% |
| Q4 2016 | $17,107,000 | – | 85,918 | – | 5.73% | – |
Download | ||||||
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% |