ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $134,320,000 | +8.3% | 695,873 | +1.0% | 0.85% | -1.2% |
| Q3 2019 | $124,059,000 | +0.6% | 689,094 | +0.3% | 0.86% | -3.9% |
| Q2 2019 | $123,275,000 | +3.1% | 686,755 | -0.8% | 0.89% | -2.4% |
| Q1 2019 | $119,515,000 | +12.3% | 692,593 | -1.9% | 0.91% | -4.7% |
| Q4 2018 | $106,381,000 | -20.5% | 706,148 | -6.5% | 0.96% | -14.5% |
| Q3 2018 | $133,834,000 | +4.2% | 755,160 | -9.0% | 1.12% | -6.4% |
| Q2 2018 | $128,439,000 | 0.0% | 829,976 | 0.0% | 1.20% | 0.0% |
| Q1 2018 | $128,439,000 | +24.0% | 829,976 | +22.4% | 1.20% | +21.0% |
| Q4 2017 | $103,595,000 | -30.4% | 678,102 | -34.7% | 0.99% | -38.7% |
| Q3 2017 | $148,824,000 | -10.1% | 1,037,675 | -14.2% | 1.61% | -17.0% |
| Q2 2017 | $165,573,000 | +49.2% | 1,209,842 | +43.4% | 1.94% | +38.2% |
| Q1 2017 | $111,000,000 | +92.9% | 843,975 | +78.6% | 1.41% | +75.9% |
| Q4 2016 | $57,552,000 | +1.9% | 472,595 | +1.8% | 0.80% | -5.4% |
| Q3 2016 | $56,482,000 | +0.0% | 464,403 | -4.1% | 0.85% | -6.2% |
| Q2 2016 | $56,475,000 | +9.3% | 484,423 | +8.6% | 0.90% | -0.8% |
| Q1 2016 | $51,677,000 | -46.5% | 446,117 | -46.5% | 0.91% | -49.1% |
| Q4 2015 | $96,577,000 | +4.4% | 833,835 | -2.9% | 1.78% | -6.5% |
| Q3 2015 | $92,548,000 | +124.1% | 858,509 | +136.8% | 1.91% | +150.2% |
| Q2 2015 | $41,290,000 | +64.4% | 362,565 | +64.5% | 0.76% | +58.3% |
| Q1 2015 | $25,120,000 | -59.4% | 220,451 | -60.2% | 0.48% | -64.7% |
| Q4 2014 | $61,796,000 | +1.1% | 553,672 | -3.5% | 1.37% | -17.9% |
| Q3 2014 | $61,116,000 | +538.6% | 573,960 | +530.8% | 1.66% | +535.5% |
| Q2 2014 | $9,571,000 | -61.2% | 90,991 | -63.1% | 0.26% | -63.6% |
| Q1 2014 | $24,652,000 | -1.5% | 246,922 | -2.6% | 0.72% | -6.9% |
| Q4 2013 | $25,031,000 | +462.9% | 253,479 | +409.3% | 0.77% | +411.3% |
| Q3 2013 | $4,447,000 | -6.3% | 49,770 | -11.9% | 0.15% | -10.7% |
| Q2 2013 | $4,748,000 | – | 56,509 | – | 0.17% | – |
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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% |