ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,746,516 | +119417.7% | 40,142 | +23.1% | 0.06% | +17.0% |
| Q2 2023 | $2,298 | +6.7% | 32,607 | -3.3% | 0.05% | +2.2% |
| Q1 2023 | $2,153 | +0.2% | 33,705 | -8.3% | 0.05% | -4.2% |
| Q4 2022 | $2,149 | -99.9% | 36,738 | +45.0% | 0.05% | +33.3% |
| Q3 2022 | $1,466,000 | -18.9% | 25,336 | -15.4% | 0.04% | -14.3% |
| Q2 2022 | $1,808,000 | -21.3% | 29,953 | -0.4% | 0.04% | -12.5% |
| Q1 2022 | $2,297,000 | -17.3% | 30,071 | -9.4% | 0.05% | -15.8% |
| Q4 2021 | $2,778,000 | +11.5% | 33,206 | -1.5% | 0.06% | +7.5% |
| Q3 2021 | $2,491,000 | -0.1% | 33,709 | -1.7% | 0.05% | -1.9% |
| Q2 2021 | $2,493,000 | +10.9% | 34,284 | -0.7% | 0.05% | +3.8% |
| Q1 2021 | $2,248,000 | +0.1% | 34,528 | -1.9% | 0.05% | -7.1% |
| Q4 2020 | $2,246,000 | +7.3% | 35,192 | +288.4% | 0.06% | -8.2% |
| Q3 2020 | $2,094,000 | +13.6% | 9,060 | +2.0% | 0.06% | +3.4% |
| Q2 2020 | $1,843,000 | +38.2% | 8,880 | +9.9% | 0.06% | 0.0% |
| Q1 2020 | $1,334,000 | -17.2% | 8,080 | -2.9% | 0.06% | +3.5% |
| Q4 2019 | $1,611,000 | +13.9% | 8,322 | +5.9% | 0.06% | +1.8% |
| Q3 2019 | $1,415,000 | +18.6% | 7,860 | +18.1% | 0.06% | +16.7% |
| Q2 2019 | $1,193,000 | +34.5% | 6,656 | +29.3% | 0.05% | +26.3% |
| Q1 2019 | $887,000 | +16.7% | 5,147 | +2.1% | 0.04% | +2.7% |
| Q4 2018 | $760,000 | -6.3% | 5,043 | +10.2% | 0.04% | +2.8% |
| Q3 2018 | $811,000 | +12.6% | 4,576 | +3.4% | 0.04% | +9.1% |
| Q2 2018 | $720,000 | +3.6% | 4,426 | -1.2% | 0.03% | 0.0% |
| Q1 2018 | $695,000 | -4.3% | 4,482 | -5.7% | 0.03% | 0.0% |
| Q4 2017 | $726,000 | +5.4% | 4,752 | -1.0% | 0.03% | -2.9% |
| Q3 2017 | $689,000 | -9.7% | 4,802 | -13.9% | 0.03% | -10.5% |
| Q2 2017 | $763,000 | +2.0% | 5,576 | -1.9% | 0.04% | 0.0% |
| Q1 2017 | $748,000 | +4.9% | 5,685 | -2.9% | 0.04% | 0.0% |
| Q4 2016 | $713,000 | +1.9% | 5,855 | -2.5% | 0.04% | -9.5% |
| Q2 2016 | $700,000 | -1.5% | 6,008 | -2.1% | 0.04% | -4.5% |
| Q1 2016 | $711,000 | -15.6% | 6,135 | -15.6% | 0.04% | -18.5% |
| Q4 2015 | $842,000 | +24.2% | 7,271 | +15.6% | 0.05% | +14.9% |
| Q3 2015 | $678,000 | -5.7% | 6,291 | -0.4% | 0.05% | +2.2% |
| Q2 2015 | $719,000 | +13.1% | 6,314 | +13.1% | 0.05% | +15.0% |
| Q1 2015 | $636,000 | +3.6% | 5,581 | +1.4% | 0.04% | +2.6% |
| Q4 2014 | $614,000 | +4.4% | 5,505 | 0.0% | 0.04% | -4.9% |
| Q3 2014 | $588,000 | -3.0% | 5,505 | -4.4% | 0.04% | -2.4% |
| Q2 2014 | $606,000 | +8.8% | 5,758 | +3.2% | 0.04% | +5.0% |
| Q1 2014 | $557,000 | +8.8% | 5,579 | +7.6% | 0.04% | +5.3% |
| Q4 2013 | $512,000 | +4.5% | 5,185 | -5.5% | 0.04% | -5.0% |
| Q3 2013 | $490,000 | +14.8% | 5,485 | +7.9% | 0.04% | +14.3% |
| Q2 2013 | $427,000 | – | 5,084 | – | 0.04% | – |
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% |