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 | $2,712,169 | -0.9% | 39,640 | +2.1% | 0.06% | +1.8% |
| Q2 2023 | $2,737,232 | +4.8% | 38,837 | -5.0% | 0.06% | 0.0% |
| Q1 2023 | $2,612,590 | +2.3% | 40,892 | -6.3% | 0.06% | -5.2% |
| Q4 2022 | $2,553,291 | +0.6% | 43,646 | -0.5% | 0.06% | -1.7% |
| Q3 2022 | $2,537,000 | -3.1% | 43,863 | +1.1% | 0.06% | +5.4% |
| Q2 2022 | $2,617,000 | -20.9% | 43,366 | +0.1% | 0.06% | -6.7% |
| Q1 2022 | $3,309,000 | -20.3% | 43,319 | -12.8% | 0.06% | -17.8% |
| Q4 2021 | $4,154,000 | +11.1% | 49,651 | -1.9% | 0.07% | +4.3% |
| Q3 2021 | $3,740,000 | -12.0% | 50,597 | -13.4% | 0.07% | -7.9% |
| Q2 2021 | $4,249,000 | +17.1% | 58,415 | +4.8% | 0.08% | +5.6% |
| Q1 2021 | $3,628,000 | -0.9% | 55,716 | -2.9% | 0.07% | -6.5% |
| Q4 2020 | $3,662,000 | +18.8% | 57,382 | +330.2% | 0.08% | 0.0% |
| Q3 2020 | $3,082,000 | -6.4% | 13,338 | -16.0% | 0.08% | -9.4% |
| Q2 2020 | $3,294,000 | +31.8% | 15,872 | +4.8% | 0.08% | +11.8% |
| Q1 2020 | $2,499,000 | -19.3% | 15,141 | -5.3% | 0.08% | -1.3% |
| Q4 2019 | $3,095,000 | -1.7% | 15,982 | -8.6% | 0.08% | -10.5% |
| Q3 2019 | $3,147,000 | -0.8% | 17,482 | -1.2% | 0.09% | 0.0% |
| Q2 2019 | $3,173,000 | +3.2% | 17,702 | -0.7% | 0.09% | +4.9% |
| Q1 2019 | $3,074,000 | +12.6% | 17,834 | -1.6% | 0.08% | -3.5% |
| Q4 2018 | $2,730,000 | -25.0% | 18,116 | -11.9% | 0.08% | -8.6% |
| Q3 2018 | $3,642,000 | +2.9% | 20,557 | -5.6% | 0.09% | -3.1% |
| Q2 2018 | $3,541,000 | +11.4% | 21,774 | +6.2% | 0.10% | +17.1% |
| Q1 2018 | $3,180,000 | -13.8% | 20,507 | -15.1% | 0.08% | -13.7% |
| Q4 2017 | $3,690,000 | +8.1% | 24,152 | +1.5% | 0.10% | +4.4% |
| Q3 2017 | $3,414,000 | +1.7% | 23,805 | -3.0% | 0.09% | -2.2% |
| Q2 2017 | $3,357,000 | +4.1% | 24,531 | +0.0% | 0.09% | +2.2% |
| Q1 2017 | $3,226,000 | +3.4% | 24,528 | -4.3% | 0.09% | 0.0% |
| Q4 2016 | $3,121,000 | +13.7% | 25,626 | +13.5% | 0.09% | +13.8% |
| Q3 2016 | $2,746,000 | +4.0% | 22,575 | -0.4% | 0.08% | +1.3% |
| Q2 2016 | $2,641,000 | -4.4% | 22,657 | -4.9% | 0.08% | -6.0% |
| Q1 2016 | $2,762,000 | +13.2% | 23,836 | +13.2% | 0.08% | +15.1% |
| Q4 2015 | $2,439,000 | -1.9% | 21,065 | -8.7% | 0.07% | -3.9% |
| Q3 2015 | $2,487,000 | -12.1% | 23,066 | -7.2% | 0.08% | -3.8% |
| Q2 2015 | $2,829,000 | +7.1% | 24,847 | +7.2% | 0.08% | +9.7% |
| Q1 2015 | $2,642,000 | -4.9% | 23,182 | -6.9% | 0.07% | -10.0% |
| Q4 2014 | $2,778,000 | +10.1% | 24,891 | +5.4% | 0.08% | +6.7% |
| Q3 2014 | $2,523,000 | +0.1% | 23,615 | -1.5% | 0.08% | -1.3% |
| Q2 2014 | $2,521,000 | +3.2% | 23,970 | -2.0% | 0.08% | +4.1% |
| Q1 2014 | $2,443,000 | -5.0% | 24,465 | -6.1% | 0.07% | -11.0% |
| Q4 2013 | $2,572,000 | +8.7% | 26,045 | -1.6% | 0.08% | -1.2% |
| Q3 2013 | $2,366,000 | -78.2% | 26,476 | -79.5% | 0.08% | -80.2% |
| Q2 2013 | $10,835,000 | – | 128,970 | – | 0.42% | – |
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% |