ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $86,420 | +33.1% | 1,261,503 | +36.4% | 0.20% | +38.5% |
| Q2 2023 | $64,915 | +37.9% | 924,541 | +24.9% | 0.15% | +28.7% |
| Q1 2023 | $47,059 | -11.8% | 739,960 | -18.9% | 0.12% | -16.7% |
| Q4 2022 | $53,382 | -99.9% | 912,084 | -42.3% | 0.14% | -45.2% |
| Q3 2022 | $91,688,000 | -19.3% | 1,580,796 | -16.0% | 0.25% | -16.8% |
| Q2 2022 | $113,628,000 | -35.0% | 1,882,789 | -17.7% | 0.30% | -11.4% |
| Q1 2022 | $174,811,000 | +223.9% | 2,288,248 | +208.3% | 0.34% | +228.8% |
| Q4 2021 | $53,973,000 | -22.3% | 742,109 | -21.0% | 0.10% | -26.2% |
| Q3 2021 | $69,424,000 | +28.6% | 939,345 | +26.6% | 0.14% | +29.4% |
| Q2 2021 | $53,978,000 | +13.2% | 742,169 | +1.4% | 0.11% | +3.8% |
| Q1 2021 | $47,664,000 | -17.8% | 732,055 | -19.4% | 0.10% | -21.6% |
| Q4 2020 | $57,976,000 | +91.5% | 908,441 | +593.4% | 0.13% | +65.4% |
| Q3 2020 | $30,272,000 | +133.7% | 131,006 | +66.9% | 0.08% | +107.7% |
| Q2 2020 | $12,955,000 | 0.0% | 78,494 | 0.0% | 0.04% | -17.0% |
| Q1 2020 | $12,955,000 | -39.0% | 78,494 | -28.5% | 0.05% | -21.7% |
| Q4 2019 | $21,249,000 | +38.5% | 109,736 | +28.8% | 0.06% | +25.0% |
| Q3 2019 | $15,343,000 | +61.2% | 85,223 | +60.5% | 0.05% | +65.5% |
| Q2 2019 | $9,516,000 | +47.3% | 53,092 | +41.6% | 0.03% | +45.0% |
| Q1 2019 | $6,461,000 | +21.9% | 37,487 | +25.3% | 0.02% | +5.3% |
| Q4 2018 | $5,299,000 | 0.0% | 29,906 | 0.0% | 0.02% | +11.8% |
| Q3 2018 | $5,299,000 | +30.8% | 29,906 | +20.1% | 0.02% | +30.8% |
| Q2 2018 | $4,050,000 | +19.2% | 24,909 | +13.6% | 0.01% | +18.2% |
| Q1 2018 | $3,399,000 | +8.4% | 21,920 | +6.8% | 0.01% | 0.0% |
| Q4 2017 | $3,137,000 | -18.2% | 20,531 | -23.2% | 0.01% | -21.4% |
| Q3 2017 | $3,833,000 | +22447.1% | 26,723 | +18457.6% | 0.01% | – |
| Q3 2016 | $17,000 | -69.6% | 144 | -69.2% | 0.00% | – |
| Q2 2016 | $56,000 | +3.7% | 468 | 0.0% | 0.00% | – |
| Q1 2016 | $54,000 | +20.0% | 468 | +20.6% | 0.00% | – |
| Q4 2015 | $45,000 | +45.2% | 388 | +39.6% | 0.00% | – |
| Q3 2015 | $31,000 | -3.1% | 278 | 0.0% | 0.00% | – |
| Q2 2015 | $32,000 | – | 278 | – | 0.00% | – |
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% |