ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 337 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,006,647 | +10.2% | 43,943 | +13.5% | 0.30% | +36.2% |
| Q2 2023 | $2,729,266 | +15.6% | 38,723 | +4.8% | 0.22% | -6.3% |
| Q1 2023 | $2,361,394 | +16.9% | 36,960 | +7.0% | 0.24% | +33.5% |
| Q4 2022 | $2,020,608 | -8.1% | 34,540 | -9.1% | 0.18% | -14.8% |
| Q3 2022 | $2,198,000 | +70.4% | 37,992 | +81.6% | 0.21% | +76.5% |
| Q2 2022 | $1,290,000 | -41.0% | 20,919 | -26.9% | 0.12% | -29.2% |
| Q1 2022 | $2,185,000 | -11.7% | 28,603 | -3.3% | 0.17% | -14.3% |
| Q4 2021 | $2,474,000 | +40.1% | 29,573 | +23.8% | 0.20% | +22.5% |
| Q3 2021 | $1,766,000 | -83.3% | 23,892 | -83.6% | 0.16% | -83.7% |
| Q2 2021 | $10,594,000 | +57.9% | 145,662 | +41.3% | 0.98% | +47.2% |
| Q1 2021 | $6,711,000 | +739.9% | 103,068 | +723.0% | 0.67% | +634.1% |
| Q4 2020 | $799,000 | -10.7% | 12,523 | +190.4% | 0.09% | -27.2% |
| Q2 2020 | $895,000 | +5.3% | 4,313 | -16.2% | 0.12% | +443.5% |
| Q1 2020 | $850,000 | -13.1% | 5,147 | +1.9% | 0.02% | -86.4% |
| Q4 2019 | $978,000 | +1.8% | 5,053 | -5.4% | 0.17% | -6.1% |
| Q3 2019 | $961,000 | -2.5% | 5,339 | -2.9% | 0.18% | -8.2% |
| Q2 2019 | $986,000 | +9.4% | 5,498 | +5.2% | 0.20% | +1.0% |
| Q1 2019 | $901,000 | +10.3% | 5,225 | -3.6% | 0.19% | -7.6% |
| Q4 2018 | $817,000 | +21.9% | 5,420 | +43.4% | 0.21% | +39.1% |
| Q3 2018 | $670,000 | +9.1% | 3,780 | +0.1% | 0.15% | +4.1% |
| Q2 2018 | $614,000 | -23.0% | 3,776 | -26.5% | 0.14% | -27.9% |
| Q1 2018 | $797,000 | -33.9% | 5,138 | -34.9% | 0.20% | -34.1% |
| Q4 2017 | $1,206,000 | +30.4% | 7,895 | +22.4% | 0.30% | +27.1% |
| Q3 2017 | $925,000 | +209.4% | 6,448 | +195.4% | 0.24% | +361.5% |
| Q2 2017 | $299,000 | +37.8% | 2,183 | +32.5% | 0.05% | -21.2% |
| Q1 2017 | $217,000 | +8.5% | 1,647 | +0.1% | 0.07% | 0.0% |
| Q4 2016 | $200,000 | -67.8% | 1,646 | -71.7% | 0.07% | -70.1% |
| Q3 2014 | $622,000 | +0.3% | 5,820 | -1.3% | 0.22% | +14.5% |
| Q2 2014 | $620,000 | +6.5% | 5,894 | +1.2% | 0.19% | -3.5% |
| Q1 2014 | $582,000 | – | 5,826 | – | 0.20% | – |
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% |