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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $78,051 | +10.5% | 1,107 | +0.2% | 0.03% | -8.3% |
Q1 2023 | $70,617 | +22.5% | 1,105 | +12.2% | 0.04% | +12.5% |
Q4 2022 | $57,640 | +1821.3% | 985 | +1910.2% | 0.03% | +1500.0% |
Q3 2022 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $3,000 | -25.0% | 49 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $4,000 | 0.0% | 49 | 0.0% | 0.00% | -33.3% |
Q2 2021 | $4,000 | +33.3% | 49 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $3,000 | 0.0% | 49 | 0.0% | 0.00% | +50.0% |
Q4 2020 | $3,000 | 0.0% | 49 | +308.3% | 0.00% | -33.3% |
Q3 2020 | $3,000 | 0.0% | 12 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $3,000 | -25.0% | 12 | -55.6% | 0.00% | -40.0% |
Q1 2020 | $4,000 | -20.0% | 27 | 0.0% | 0.01% | -16.7% |
Q3 2019 | $5,000 | 0.0% | 27 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $5,000 | 0.0% | 27 | -6.9% | 0.01% | +20.0% |
Q1 2019 | $5,000 | +25.0% | 29 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $4,000 | -90.0% | 29 | -88.0% | 0.01% | -87.2% |
Q3 2018 | $40,000 | -37.5% | 241 | -35.9% | 0.04% | -36.1% |
Q2 2018 | $64,000 | -96.3% | 376 | -96.6% | 0.06% | -96.0% |
Q1 2018 | $1,737,000 | +1.9% | 11,140 | +4.4% | 1.53% | -0.8% |
Q4 2017 | $1,705,000 | +12.2% | 10,666 | +2.4% | 1.54% | +3.0% |
Q3 2017 | $1,520,000 | -10.4% | 10,415 | -14.8% | 1.50% | -17.4% |
Q2 2017 | $1,696,000 | +9.1% | 12,219 | +2.3% | 1.81% | +0.9% |
Q1 2017 | $1,554,000 | +3.5% | 11,947 | +0.5% | 1.79% | -3.0% |
Q4 2016 | $1,502,000 | +4.4% | 11,893 | -0.6% | 1.85% | -6.2% |
Q3 2016 | $1,439,000 | +0.1% | 11,960 | +1.8% | 1.97% | -13.2% |
Q2 2016 | $1,438,000 | -6.8% | 11,747 | -11.5% | 2.27% | -29.6% |
Q1 2016 | $1,543,000 | – | 13,268 | – | 3.22% | – |
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% |