ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,984,261 | -3.6% | 29,001 | -0.7% | 0.09% | -4.3% |
| Q2 2023 | $2,059,157 | +10.3% | 29,216 | 0.0% | 0.09% | +4.4% |
| Q1 2023 | $1,866,604 | +8.7% | 29,216 | -0.5% | 0.09% | -4.3% |
| Q4 2022 | $1,717,590 | +1.2% | 29,361 | +0.0% | 0.09% | -13.0% |
| Q3 2022 | $1,698,000 | -4.2% | 29,360 | 0.0% | 0.11% | -2.7% |
| Q2 2022 | $1,772,000 | -23.2% | 29,360 | -2.8% | 0.11% | -5.1% |
| Q1 2022 | $2,306,000 | -5.6% | 30,192 | +3.4% | 0.12% | -11.4% |
| Q4 2021 | $2,442,000 | +17.1% | 29,192 | +3.5% | 0.13% | +10.9% |
| Q3 2021 | $2,085,000 | +0.7% | 28,210 | -0.9% | 0.12% | -5.6% |
| Q2 2021 | $2,070,000 | +9.7% | 28,463 | -1.8% | 0.13% | +44.8% |
| Q1 2021 | $1,887,000 | +0.5% | 28,978 | -1.5% | 0.09% | -10.3% |
| Q4 2020 | $1,878,000 | +22.7% | 29,428 | +344.4% | 0.10% | -27.6% |
| Q3 2020 | $1,530,000 | -3.3% | 6,622 | -13.1% | 0.13% | -6.9% |
| Q2 2020 | $1,582,000 | +17.4% | 7,623 | -0.1% | 0.14% | +0.7% |
| Q1 2020 | $1,348,000 | -1.4% | 7,631 | +8.1% | 0.14% | +7.5% |
| Q4 2019 | $1,367,000 | +7.6% | 7,062 | +0.1% | 0.13% | -5.0% |
| Q3 2019 | $1,270,000 | +0.7% | 7,057 | +0.3% | 0.14% | -2.8% |
| Q2 2019 | $1,261,000 | +17.1% | 7,035 | +12.6% | 0.14% | +9.9% |
| Q1 2019 | $1,077,000 | +14.5% | 6,246 | 0.0% | 0.13% | -0.8% |
| Q4 2018 | $941,000 | -2.2% | 6,246 | +5.7% | 0.13% | +1.5% |
| Q3 2018 | $962,000 | -4.5% | 5,907 | 0.0% | 0.13% | -7.8% |
| Q2 2018 | $1,007,000 | +60.9% | 5,907 | +46.3% | 0.14% | +41.0% |
| Q1 2018 | $626,000 | -4.6% | 4,037 | -6.1% | 0.10% | -7.4% |
| Q4 2017 | $656,000 | +13.3% | 4,297 | +6.4% | 0.11% | -17.6% |
| Q3 2017 | $579,000 | – | 4,037 | – | 0.13% | – |
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% |