ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,772,000 | +2.9% | 30,398 | +2.9% | 0.01% | +14.3% |
| Q4 2019 | $4,636,000 | +3.1% | 29,534 | +3.1% | 0.01% | 0.0% |
| Q3 2019 | $4,497,000 | +6.8% | 28,649 | +6.8% | 0.01% | +16.7% |
| Q2 2019 | $4,209,000 | +182.9% | 26,815 | +182.9% | 0.01% | +200.0% |
| Q1 2019 | $1,488,000 | +11.5% | 9,477 | +11.4% | 0.00% | 0.0% |
| Q4 2018 | $1,335,000 | -98.7% | 8,505 | -98.6% | 0.00% | -98.7% |
| Q3 2018 | $104,053,000 | +8578.3% | 587,306 | +7270.8% | 0.15% | +7600.0% |
| Q2 2018 | $1,199,000 | -1.9% | 7,968 | -1.8% | 0.00% | 0.0% |
| Q1 2018 | $1,222,000 | +10.4% | 8,117 | +10.4% | 0.00% | 0.0% |
| Q4 2017 | $1,107,000 | -99.4% | 7,355 | -99.4% | 0.00% | -99.2% |
| Q3 2017 | $176,705,000 | +20352.0% | 1,232,078 | +19416.5% | 0.26% | +26400.0% |
| Q2 2017 | $864,000 | +17.4% | 6,313 | +12.8% | 0.00% | 0.0% |
| Q1 2017 | $736,000 | +14.3% | 5,598 | +5.9% | 0.00% | 0.0% |
| Q4 2016 | $644,000 | +7.5% | 5,288 | +7.4% | 0.00% | 0.0% |
| Q3 2016 | $599,000 | -39.9% | 4,924 | -42.4% | 0.00% | -50.0% |
| Q2 2016 | $997,000 | +4.5% | 8,548 | +3.8% | 0.00% | 0.0% |
| Q1 2016 | $954,000 | +6.2% | 8,233 | +6.2% | 0.00% | 0.0% |
| Q4 2015 | $898,000 | +16.0% | 7,756 | +8.0% | 0.00% | 0.0% |
| Q3 2015 | $774,000 | +20.4% | 7,184 | +27.3% | 0.00% | +100.0% |
| Q2 2015 | $643,000 | +59.6% | 5,645 | +59.4% | 0.00% | 0.0% |
| Q1 2015 | $403,000 | – | 3,541 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |