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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $319,450 | -99.2% | 5,000 | -99.2% | 0.00% | -100.0% |
| Q2 2022 | $38,396,678 | -47.0% | 636,233 | -32.9% | 0.03% | -42.6% |
| Q1 2022 | $72,407,476 | +10243.9% | 947,990 | +27538.2% | 0.05% | +4600.0% |
| Q2 2020 | $700,000 | -99.1% | 3,430 | -99.3% | 0.00% | -98.9% |
| Q1 2020 | $81,550,000 | +27.0% | 494,092 | +38.5% | 0.09% | +25.0% |
| Q3 2019 | $64,220,000 | +0.4% | 356,718 | 0.0% | 0.07% | -2.7% |
| Q2 2019 | $63,938,000 | -22.2% | 356,718 | -25.2% | 0.07% | -16.9% |
| Q1 2019 | $82,146,000 | +2527.0% | 476,593 | +2196.3% | 0.09% | +2125.0% |
| Q4 2018 | $3,127,000 | -80.5% | 20,755 | -77.0% | 0.00% | -76.5% |
| Q3 2018 | $16,000,000 | -15.2% | 90,309 | -22.2% | 0.02% | -19.0% |
| Q2 2018 | $18,879,000 | +3.0% | 116,099 | -1.8% | 0.02% | +5.0% |
| Q1 2018 | $18,330,000 | +19.8% | 118,208 | +18.1% | 0.02% | +25.0% |
| Q4 2017 | $15,297,000 | +9.8% | 100,132 | +3.0% | 0.02% | -5.9% |
| Q3 2017 | $13,936,000 | +26.5% | 97,173 | +20.7% | 0.02% | +30.8% |
| Q2 2017 | $11,016,000 | +42.7% | 80,495 | +37.1% | 0.01% | +30.0% |
| Q1 2017 | $7,721,000 | +210.0% | 58,710 | +187.1% | 0.01% | +150.0% |
| Q4 2016 | $2,491,000 | +916.7% | 20,449 | +913.8% | 0.00% | – |
| Q3 2016 | $245,000 | -91.9% | 2,017 | -92.2% | 0.00% | -100.0% |
| Q2 2016 | $3,029,000 | +3463.5% | 25,988 | +3474.7% | 0.01% | – |
| Q1 2016 | $85,000 | -97.5% | 727 | -97.5% | 0.00% | -100.0% |
| Q4 2015 | $3,387,000 | +2746.2% | 29,249 | +2554.2% | 0.00% | – |
| Q3 2015 | $119,000 | -97.5% | 1,102 | -97.3% | 0.00% | -100.0% |
| Q2 2015 | $4,689,000 | +1.3% | 41,178 | +1.4% | 0.01% | 0.0% |
| Q1 2015 | $4,627,000 | +47.2% | 40,607 | +44.2% | 0.01% | +20.0% |
| Q4 2014 | $3,143,000 | +0.8% | 28,153 | -3.6% | 0.01% | 0.0% |
| Q3 2014 | $3,118,000 | +1.7% | 29,201 | +0.2% | 0.01% | 0.0% |
| Q2 2014 | $3,067,000 | +4410.3% | 29,151 | +4186.9% | 0.01% | – |
| Q1 2014 | $68,000 | +19.3% | 680 | +17.2% | 0.00% | – |
| Q4 2013 | $57,000 | – | 580 | – | 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% |