ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 325 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.09 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $966,706 | -3.9% | 14,129 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $1,006,384 | +14.6% | 14,279 | +3.9% | 0.00% | – |
| Q1 2023 | $877,849 | +9.2% | 13,740 | 0.0% | 0.00% | – |
| Q4 2022 | $803,790 | -6.8% | 13,740 | -7.8% | 0.00% | -100.0% |
| Q3 2022 | $862,000 | -17.4% | 14,900 | -13.9% | 0.00% | 0.0% |
| Q2 2022 | $1,044,000 | -21.0% | 17,300 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,322,000 | -33.0% | 17,300 | -26.7% | 0.00% | 0.0% |
| Q4 2021 | $1,974,000 | +13.1% | 23,600 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $1,745,000 | +6.1% | 23,600 | +4.4% | 0.00% | 0.0% |
| Q2 2021 | $1,644,000 | +11.8% | 22,600 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,471,000 | +0.8% | 22,600 | -1.1% | 0.00% | 0.0% |
| Q4 2020 | $1,459,000 | +7.8% | 22,862 | +289.9% | 0.00% | 0.0% |
| Q3 2020 | $1,354,000 | +12.7% | 5,863 | +1.3% | 0.00% | 0.0% |
| Q2 2020 | $1,201,000 | +17.7% | 5,785 | -6.4% | 0.00% | 0.0% |
| Q1 2020 | $1,020,000 | -7.3% | 6,180 | +8.7% | 0.00% | 0.0% |
| Q4 2019 | $1,100,000 | +7.2% | 5,687 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $1,026,000 | -28.1% | 5,707 | -28.3% | 0.00% | 0.0% |
| Q2 2019 | $1,426,000 | +56.7% | 7,961 | +50.5% | 0.00% | 0.0% |
| Q1 2019 | $910,000 | -41.7% | 5,290 | -49.0% | 0.00% | 0.0% |
| Q4 2018 | $1,561,000 | +86.9% | 10,371 | +120.1% | 0.00% | – |
| Q3 2018 | $835,000 | +3.2% | 4,712 | -5.3% | 0.00% | – |
| Q2 2018 | $809,000 | -52.4% | 4,975 | -54.7% | 0.00% | -100.0% |
| Q1 2018 | $1,700,000 | -87.0% | 10,972 | -90.6% | 0.00% | -87.5% |
| Q4 2014 | $13,090,000 | +0.7% | 117,305 | -3.6% | 0.01% | 0.0% |
| Q3 2014 | $13,000,000 | -6.7% | 121,717 | -8.2% | 0.01% | -11.1% |
| Q2 2014 | $13,939,000 | +211.4% | 132,532 | +195.5% | 0.01% | +200.0% |
| Q1 2014 | $4,476,000 | -30.3% | 44,851 | -31.1% | 0.00% | -40.0% |
| Q4 2013 | $6,425,000 | -45.4% | 65,083 | -50.6% | 0.01% | -44.4% |
| Q3 2013 | $11,768,000 | – | 131,719 | – | 0.01% | – |
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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% |