ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2019 | $224,000 | -92.9% | 1,300 | -92.7% | 0.04% | -91.5% |
Q3 2018 | $3,162,000 | +8.9% | 17,850 | 0.0% | 0.45% | -0.7% |
Q2 2018 | $2,903,000 | +4.9% | 17,850 | 0.0% | 0.45% | -1.8% |
Q1 2018 | $2,768,000 | -79.2% | 17,850 | -79.5% | 0.46% | -75.7% |
Q4 2017 | $13,322,000 | +6.5% | 87,200 | 0.0% | 1.88% | +5.1% |
Q3 2017 | $12,506,000 | +4.8% | 87,200 | 0.0% | 1.79% | +6.7% |
Q2 2017 | $11,933,000 | +4.0% | 87,200 | 0.0% | 1.68% | +2.4% |
Q1 2017 | $11,469,000 | +42.5% | 87,200 | +31.9% | 1.64% | +22.0% |
Q4 2016 | $8,050,000 | +0.1% | 66,100 | 0.0% | 1.35% | -8.7% |
Q3 2016 | $8,042,000 | +19.8% | 66,100 | +14.8% | 1.48% | +5.7% |
Q2 2016 | $6,715,000 | +0.6% | 57,600 | 0.0% | 1.40% | +4.6% |
Q1 2016 | $6,675,000 | +96.7% | 57,600 | +96.6% | 1.33% | +99.1% |
Q4 2015 | $3,393,000 | -22.2% | 29,300 | -27.6% | 0.67% | -33.7% |
Q3 2015 | $4,362,000 | -5.3% | 40,465 | 0.0% | 1.01% | -77.8% |
Q2 2015 | $4,607,000 | -0.1% | 40,465 | 0.0% | 4.56% | +312.5% |
Q1 2015 | $4,611,000 | +2.1% | 40,465 | 0.0% | 1.11% | -4.0% |
Q4 2014 | $4,516,000 | -9.9% | 40,465 | -13.8% | 1.15% | -14.8% |
Q3 2014 | $5,014,000 | +2.9% | 46,942 | +1.3% | 1.35% | -10.0% |
Q2 2014 | $4,875,000 | +476.2% | 46,342 | +446.7% | 1.50% | +411.2% |
Q1 2014 | $846,000 | – | 8,477 | – | 0.29% | – |
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% |