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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,622,264 | -4.2% | 67,557 | -1.4% | 1.07% | +2.6% |
| Q2 2023 | $4,827,401 | +7.8% | 68,493 | -2.3% | 1.04% | +2.6% |
| Q1 2023 | $4,479,105 | +9.1% | 70,107 | -0.1% | 1.02% | +4.3% |
| Q4 2022 | $4,106,363 | -2.3% | 70,194 | -3.4% | 0.98% | -7.8% |
| Q3 2022 | $4,205,000 | +22.3% | 72,682 | +27.5% | 1.06% | +26.9% |
| Q2 2022 | $3,439,000 | -17.9% | 56,984 | +3.9% | 0.84% | -2.1% |
| Q1 2022 | $4,187,000 | -17.1% | 54,825 | -9.1% | 0.85% | -10.9% |
| Q4 2021 | $5,049,000 | +154.7% | 60,339 | +125.0% | 0.96% | +117.5% |
| Q3 2021 | $1,982,000 | +96.4% | 26,819 | +93.3% | 0.44% | +93.8% |
| Q2 2021 | $1,009,000 | +11.7% | 13,872 | 0.0% | 0.23% | +10.7% |
| Q1 2021 | $903,000 | +2.0% | 13,872 | 0.0% | 0.20% | -10.1% |
| Q4 2020 | $885,000 | +7.0% | 13,872 | +287.8% | 0.23% | -6.6% |
| Q3 2020 | $827,000 | +11.5% | 3,577 | 0.0% | 0.24% | +6.1% |
| Q2 2020 | $742,000 | +25.8% | 3,577 | 0.0% | 0.23% | +6.0% |
| Q1 2020 | $590,000 | -14.9% | 3,577 | 0.0% | 0.22% | +20.6% |
| Q4 2019 | $693,000 | +7.6% | 3,577 | 0.0% | 0.18% | -3.2% |
| Q3 2019 | $644,000 | +0.5% | 3,577 | 0.0% | 0.19% | +0.5% |
| Q2 2019 | $641,000 | +3.9% | 3,577 | 0.0% | 0.18% | +1.6% |
| Q1 2019 | $617,000 | +14.5% | 3,577 | 0.0% | 0.18% | +32.8% |
| Q4 2018 | $539,000 | -15.0% | 3,577 | 0.0% | 0.14% | -27.5% |
| Q3 2018 | $634,000 | +8.9% | 3,577 | 0.0% | 0.19% | -28.1% |
| Q2 2018 | $582,000 | +3.2% | 3,577 | -1.7% | 0.26% | -9.0% |
| Q1 2018 | $564,000 | +1.4% | 3,638 | 0.0% | 0.29% | -8.5% |
| Q4 2017 | $556,000 | – | 3,638 | – | 0.32% | – |
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% |