ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 618 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.56 and the average weighting 0.9%.
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. | 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% |