ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,502,000 | 0.0% | 9,102 | 0.0% | 0.42% | 0.0% |
| Q1 2020 | $1,502,000 | +48.1% | 9,102 | +61.5% | 0.42% | +105.8% |
| Q3 2019 | $1,014,000 | -1.6% | 5,635 | -3.6% | 0.21% | -12.3% |
| Q2 2019 | $1,031,000 | +2.3% | 5,843 | -0.5% | 0.24% | -2.9% |
| Q1 2019 | $1,008,000 | +2.2% | 5,873 | -2.8% | 0.24% | -22.4% |
| Q4 2018 | $986,000 | -7.2% | 6,045 | +0.7% | 0.31% | +32.8% |
| Q3 2018 | $1,063,000 | +4.0% | 6,002 | -4.5% | 0.24% | -0.4% |
| Q2 2018 | $1,022,000 | +1.1% | 6,288 | -3.5% | 0.24% | -6.7% |
| Q1 2018 | $1,011,000 | +5.8% | 6,518 | +4.1% | 0.25% | -10.3% |
| Q4 2017 | $956,000 | +7.3% | 6,259 | +0.8% | 0.28% | -8.1% |
| Q3 2017 | $891,000 | +13.9% | 6,210 | +8.6% | 0.31% | +18.5% |
| Q2 2017 | $782,000 | +5.8% | 5,718 | +1.7% | 0.26% | +4.9% |
| Q1 2017 | $739,000 | +10.0% | 5,622 | +1.9% | 0.25% | +12.8% |
| Q4 2016 | $672,000 | – | 5,519 | – | 0.22% | – |
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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% |