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 | $1,992,094 | -5.3% | 29,116 | -2.5% | 0.37% | -5.4% |
| Q2 2023 | $2,104,266 | -0.3% | 29,856 | -9.6% | 0.39% | +3.2% |
| Q1 2023 | $2,110,808 | -16.9% | 33,038 | -23.9% | 0.38% | -25.3% |
| Q4 2022 | $2,540,467 | +63.8% | 43,427 | +62.0% | 0.50% | +41.8% |
| Q3 2022 | $1,551,000 | +31.8% | 26,808 | +37.5% | 0.35% | +35.1% |
| Q2 2022 | $1,177,000 | -13.1% | 19,498 | +10.0% | 0.26% | -9.0% |
| Q1 2022 | $1,354,000 | -13.0% | 17,724 | -4.7% | 0.29% | -16.0% |
| Q4 2021 | $1,557,000 | +12.5% | 18,605 | -0.6% | 0.34% | +2.1% |
| Q3 2021 | $1,384,000 | -2.9% | 18,723 | -4.5% | 0.34% | -6.1% |
| Q2 2021 | $1,426,000 | +9.4% | 19,613 | -2.0% | 0.36% | +5.9% |
| Q1 2021 | $1,303,000 | -53.4% | 20,014 | +48.4% | 0.34% | -63.5% |
| Q2 2020 | $2,799,000 | +27.6% | 13,491 | +1.5% | 0.93% | +6.8% |
| Q1 2020 | $2,193,000 | -17.1% | 13,289 | -2.7% | 0.87% | +2.6% |
| Q4 2019 | $2,645,000 | +8.3% | 13,661 | +0.7% | 0.84% | -0.5% |
| Q3 2019 | $2,443,000 | +1.0% | 13,572 | +0.5% | 0.85% | -5.6% |
| Q2 2019 | $2,419,000 | +2.3% | 13,498 | -1.6% | 0.90% | -9.5% |
| Q1 2019 | $2,364,000 | +101.2% | 13,717 | +75.9% | 0.99% | +62.8% |
| Q4 2018 | $1,175,000 | +7.6% | 7,797 | +26.5% | 0.61% | +20.8% |
| Q3 2018 | $1,092,000 | +8.2% | 6,165 | -0.6% | 0.50% | -10.0% |
| Q2 2018 | $1,009,000 | +1.9% | 6,203 | -2.9% | 0.56% | -4.4% |
| Q1 2018 | $990,000 | -2.0% | 6,386 | -3.4% | 0.59% | -19.1% |
| Q4 2017 | $1,010,000 | – | 6,614 | – | 0.73% | – |
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% |