ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 337 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,691,328 | -5.5% | 53,951 | -2.7% | 0.31% | -12.3% |
| Q2 2023 | $3,906,142 | +7.3% | 55,422 | -2.8% | 0.35% | +6.0% |
| Q1 2023 | $3,641,794 | +7.3% | 57,001 | -1.8% | 0.33% | +5.1% |
| Q4 2022 | $3,395,048 | +9.7% | 58,035 | +8.5% | 0.32% | +1.9% |
| Q3 2022 | $3,096,000 | +15.9% | 53,511 | +20.9% | 0.31% | +23.6% |
| Q2 2022 | $2,671,000 | -30.8% | 44,260 | -12.4% | 0.25% | -22.6% |
| Q1 2022 | $3,859,000 | -10.2% | 50,526 | -1.6% | 0.32% | -6.4% |
| Q4 2021 | $4,297,000 | +13.0% | 51,350 | -0.2% | 0.34% | +3.9% |
| Q3 2021 | $3,804,000 | +1.2% | 51,464 | -0.5% | 0.33% | +4.4% |
| Q2 2021 | $3,760,000 | +28.6% | 51,708 | +15.2% | 0.32% | +20.9% |
| Q1 2021 | $2,923,000 | +6.8% | 44,899 | +4.7% | 0.26% | -1.9% |
| Q4 2020 | $2,737,000 | +45.7% | 42,883 | +427.3% | 0.27% | +29.5% |
| Q3 2020 | $1,879,000 | +21.1% | 8,132 | +8.7% | 0.21% | +19.0% |
| Q2 2020 | $1,552,000 | +101.6% | 7,481 | +60.3% | 0.17% | +74.0% |
| Q1 2020 | $770,000 | +3.2% | 4,667 | +21.2% | 0.10% | +33.3% |
| Q4 2019 | $746,000 | +6.6% | 3,852 | -1.0% | 0.08% | +1.4% |
| Q3 2019 | $700,000 | +12.4% | 3,890 | +11.8% | 0.07% | +12.1% |
| Q2 2019 | $623,000 | +37.8% | 3,479 | +32.7% | 0.07% | +34.7% |
| Q1 2019 | $452,000 | +80.1% | 2,621 | +59.5% | 0.05% | +63.3% |
| Q4 2017 | $251,000 | -35.5% | 1,643 | -44.4% | 0.03% | -42.3% |
| Q1 2017 | $389,000 | -8.9% | 2,956 | -15.7% | 0.05% | -14.8% |
| Q4 2016 | $427,000 | +18.9% | 3,507 | +18.6% | 0.06% | +15.1% |
| Q3 2016 | $359,000 | +11.8% | 2,956 | +7.2% | 0.05% | +8.2% |
| Q2 2016 | $321,000 | +2.2% | 2,757 | +1.7% | 0.05% | -7.5% |
| Q1 2016 | $314,000 | -2.2% | 2,712 | -2.1% | 0.05% | -8.6% |
| Q4 2015 | $321,000 | +7.4% | 2,770 | 0.0% | 0.06% | +7.4% |
| Q3 2015 | $299,000 | -56.7% | 2,770 | -54.3% | 0.05% | -55.0% |
| Q2 2015 | $690,000 | -0.9% | 6,058 | -0.8% | 0.12% | 0.0% |
| Q1 2015 | $696,000 | +6.4% | 6,107 | +4.2% | 0.12% | +2.6% |
| Q4 2014 | $654,000 | +11.8% | 5,862 | +7.0% | 0.12% | +4.5% |
| Q3 2014 | $585,000 | +1.6% | 5,480 | 0.0% | 0.11% | +2.8% |
| Q2 2014 | $576,000 | +5.3% | 5,480 | 0.0% | 0.11% | 0.0% |
| Q1 2014 | $547,000 | +1.5% | 5,480 | +0.3% | 0.11% | -1.8% |
| Q4 2013 | $539,000 | +10.7% | 5,461 | +0.3% | 0.11% | +4.7% |
| Q3 2013 | $487,000 | +17.9% | 5,447 | +10.7% | 0.11% | +12.8% |
| Q2 2013 | $413,000 | – | 4,922 | – | 0.09% | – |
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% |