ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,235,939 | +36.1% | 18,064 | +40.2% | 0.12% | +37.8% |
| Q2 2023 | $908,347 | +10.3% | 12,888 | 0.0% | 0.09% | +4.7% |
| Q1 2023 | $823,415 | +9.2% | 12,888 | 0.0% | 0.09% | +1.2% |
| Q4 2022 | $753,948 | +1.1% | 12,888 | 0.0% | 0.08% | -14.1% |
| Q3 2022 | $746,000 | -5.8% | 12,888 | -1.8% | 0.10% | -6.6% |
| Q2 2022 | $792,000 | -22.6% | 13,128 | -2.0% | 0.11% | -14.5% |
| Q1 2022 | $1,023,000 | -6.8% | 13,393 | +2.0% | 0.12% | -5.3% |
| Q4 2021 | $1,098,000 | +13.2% | 13,128 | 0.0% | 0.13% | -3.0% |
| Q3 2021 | $970,000 | +1.6% | 13,128 | 0.0% | 0.14% | -2.9% |
| Q2 2021 | $955,000 | +11.7% | 13,128 | 0.0% | 0.14% | 0.0% |
| Q1 2021 | $855,000 | +2.0% | 13,128 | 0.0% | 0.14% | -10.9% |
| Q4 2020 | $838,000 | +87.1% | 13,128 | +577.7% | 0.16% | +59.2% |
| Q3 2020 | $448,000 | +11.4% | 1,937 | 0.0% | 0.10% | +10.1% |
| Q2 2020 | $402,000 | -11.3% | 1,937 | -29.0% | 0.09% | +17.1% |
| Q1 2020 | $453,000 | -19.3% | 2,729 | -6.5% | 0.08% | +11.8% |
| Q4 2019 | $561,000 | +9.6% | 2,918 | +2.1% | 0.07% | -13.9% |
| Q3 2019 | $512,000 | +0.8% | 2,858 | 0.0% | 0.08% | -1.2% |
| Q2 2019 | $508,000 | +3.9% | 2,858 | 0.0% | 0.08% | -7.0% |
| Q1 2019 | $489,000 | +14.8% | 2,858 | 0.0% | 0.09% | -24.6% |
| Q4 2018 | $426,000 | -15.3% | 2,858 | 0.0% | 0.11% | -20.8% |
| Q3 2018 | $503,000 | +9.1% | 2,858 | 0.0% | 0.14% | -11.1% |
| Q2 2018 | $461,000 | +5.0% | 2,858 | 0.0% | 0.16% | +1.9% |
| Q1 2018 | $439,000 | -43.9% | 2,858 | -44.3% | 0.16% | -49.0% |
| Q4 2017 | $782,000 | +6.5% | 5,135 | 0.0% | 0.31% | +3.0% |
| Q3 2017 | $734,000 | +5.2% | 5,135 | 0.0% | 0.30% | -1.9% |
| Q2 2017 | $698,000 | +3.9% | 5,135 | 0.0% | 0.31% | +4.7% |
| Q1 2017 | $672,000 | +8.2% | 5,135 | 0.0% | 0.30% | -5.1% |
| Q4 2016 | $621,000 | 0.0% | 5,135 | 0.0% | 0.31% | -23.2% |
| Q3 2016 | $621,000 | +4.2% | 5,135 | 0.0% | 0.40% | -1.2% |
| Q2 2016 | $596,000 | +0.7% | 5,135 | 0.0% | 0.41% | +6.8% |
| Q1 2016 | $592,000 | 0.0% | 5,135 | 0.0% | 0.38% | -6.3% |
| Q4 2015 | $592,000 | +3.0% | 5,135 | -4.2% | 0.41% | +3.3% |
| Q3 2015 | $575,000 | -23.5% | 5,360 | -19.4% | 0.40% | -17.1% |
| Q2 2015 | $752,000 | – | 6,651 | – | 0.48% | – |
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% |