ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,799,343 | -31.5% | 30,758 | -32.3% | 0.21% | -38.0% |
| Q3 2022 | $2,627,000 | -16.6% | 45,409 | -13.0% | 0.34% | -14.3% |
| Q2 2022 | $3,149,000 | -61.2% | 52,174 | -50.9% | 0.40% | -52.4% |
| Q1 2022 | $8,109,000 | -25.6% | 106,166 | -18.5% | 0.84% | -18.8% |
| Q4 2021 | $10,893,000 | +14.1% | 130,193 | +0.8% | 1.03% | +3.5% |
| Q3 2021 | $9,545,000 | +4.4% | 129,133 | +2.7% | 1.00% | +7.1% |
| Q2 2021 | $9,144,000 | +13.7% | 125,721 | +1.8% | 0.93% | +2.9% |
| Q1 2021 | $8,043,000 | +7.7% | 123,530 | +5.5% | 0.90% | +3.8% |
| Q4 2020 | $7,470,000 | +34.9% | 117,046 | +388.3% | 0.87% | +17.2% |
| Q3 2020 | $5,539,000 | +17.0% | 23,969 | +5.1% | 0.74% | +16.4% |
| Q2 2020 | $4,733,000 | +26.8% | 22,813 | +0.8% | 0.64% | +10.0% |
| Q1 2020 | $3,734,000 | +402.6% | 22,622 | +489.9% | 0.58% | +567.8% |
| Q4 2019 | $743,000 | -2.9% | 3,835 | -9.7% | 0.09% | -5.4% |
| Q3 2019 | $765,000 | +6.0% | 4,248 | +5.5% | 0.09% | +8.2% |
| Q2 2019 | $722,000 | +1.3% | 4,028 | -2.7% | 0.08% | +2.4% |
| Q1 2019 | $713,000 | +19.0% | 4,138 | +4.2% | 0.08% | +15.3% |
| Q4 2018 | $599,000 | -39.3% | 3,971 | -28.7% | 0.07% | -37.9% |
| Q3 2018 | $987,000 | +14.8% | 5,571 | +5.3% | 0.12% | +9.4% |
| Q2 2018 | $860,000 | -31.3% | 5,291 | -34.4% | 0.11% | -32.5% |
| Q1 2018 | $1,251,000 | +43.3% | 8,071 | +41.2% | 0.16% | +44.0% |
| Q4 2017 | $873,000 | -3.6% | 5,715 | -9.5% | 0.11% | -4.4% |
| Q3 2017 | $906,000 | -12.2% | 6,317 | -16.2% | 0.11% | -14.3% |
| Q2 2017 | $1,032,000 | +4.6% | 7,540 | +0.4% | 0.13% | +7.3% |
| Q1 2017 | $987,000 | +36.9% | 7,508 | +26.9% | 0.12% | +24.0% |
| Q4 2016 | $721,000 | -10.0% | 5,918 | -10.1% | 0.10% | -9.1% |
| Q3 2016 | $801,000 | -1.0% | 6,583 | -5.2% | 0.11% | -4.3% |
| Q2 2016 | $809,000 | +22.0% | 6,942 | +21.4% | 0.12% | +26.4% |
| Q1 2016 | $663,000 | +13.7% | 5,719 | +13.5% | 0.09% | +12.3% |
| Q4 2015 | $583,000 | -2.8% | 5,037 | -9.4% | 0.08% | -15.6% |
| Q3 2015 | $600,000 | +24.5% | 5,557 | +31.2% | 0.10% | +39.1% |
| Q2 2015 | $482,000 | -0.4% | 4,237 | -0.3% | 0.07% | +1.5% |
| Q1 2015 | $484,000 | +3.6% | 4,250 | +1.5% | 0.07% | 0.0% |
| Q4 2014 | $467,000 | +28.7% | 4,187 | +23.1% | 0.07% | +9.7% |
| Q3 2014 | $363,000 | +1.4% | 3,400 | 0.0% | 0.06% | +10.7% |
| Q2 2014 | $358,000 | +77.2% | 3,400 | +50.4% | 0.06% | +194.7% |
| Q3 2013 | $202,000 | – | 2,260 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |