ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,170,000 | +10.4% | 18,340 | +300.0% | 0.13% | -2.2% |
| Q3 2020 | $1,060,000 | +11.5% | 4,585 | 0.0% | 0.13% | +6.3% |
| Q2 2020 | $951,000 | +25.6% | 4,585 | 0.0% | 0.13% | -2.3% |
| Q1 2020 | $757,000 | -15.2% | 4,585 | -0.5% | 0.13% | +15.2% |
| Q4 2019 | $893,000 | +7.1% | 4,610 | -0.5% | 0.11% | -5.9% |
| Q3 2019 | $834,000 | -0.1% | 4,635 | -0.5% | 0.12% | +4.4% |
| Q2 2019 | $835,000 | +2.8% | 4,660 | -1.1% | 0.11% | -0.9% |
| Q1 2019 | $812,000 | +12.6% | 4,710 | -1.6% | 0.12% | -3.4% |
| Q4 2018 | $721,000 | -18.0% | 4,785 | -3.5% | 0.12% | +1.7% |
| Q3 2018 | $879,000 | +3.5% | 4,960 | -5.0% | 0.12% | -4.1% |
| Q2 2018 | $849,000 | +0.8% | 5,220 | -3.9% | 0.12% | -0.8% |
| Q1 2018 | $842,000 | +1.1% | 5,430 | -0.5% | 0.12% | +0.8% |
| Q4 2017 | $833,000 | -3.8% | 5,455 | -9.7% | 0.12% | -8.3% |
| Q3 2017 | $866,000 | +2.2% | 6,040 | -2.4% | 0.13% | 0.0% |
| Q2 2017 | $847,000 | +0.6% | 6,190 | -3.3% | 0.13% | -5.7% |
| Q1 2017 | $842,000 | +8.1% | 6,400 | 0.0% | 0.14% | +2.2% |
| Q4 2016 | $779,000 | +0.9% | 6,400 | +0.9% | 0.14% | -1.4% |
| Q3 2016 | $772,000 | +4.3% | 6,345 | 0.0% | 0.14% | -1.4% |
| Q2 2016 | $740,000 | +0.4% | 6,345 | -0.2% | 0.14% | -2.1% |
| Q1 2016 | $737,000 | +0.1% | 6,360 | 0.0% | 0.14% | +0.7% |
| Q4 2015 | $736,000 | +6.5% | 6,360 | -0.8% | 0.14% | +2.1% |
| Q3 2015 | $691,000 | -5.3% | 6,410 | 0.0% | 0.14% | +1.4% |
| Q2 2015 | $730,000 | 0.0% | 6,410 | 0.0% | 0.14% | -1.4% |
| Q1 2015 | $730,000 | +2.1% | 6,410 | 0.0% | 0.14% | +2.9% |
| Q4 2014 | $715,000 | +4.4% | 6,410 | 0.0% | 0.14% | 0.0% |
| Q3 2014 | $685,000 | +1.6% | 6,410 | 0.0% | 0.14% | +3.0% |
| Q2 2014 | $674,000 | +2.9% | 6,410 | -2.3% | 0.13% | +3.1% |
| Q1 2014 | $655,000 | +28.4% | 6,562 | +27.1% | 0.13% | +22.9% |
| Q4 2013 | $510,000 | – | 5,162 | – | 0.10% | – |
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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% |