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 2023 | $294,150 | -96.4% | 4,604 | -91.4% | 0.04% | -96.6% |
| Q4 2018 | $8,072,000 | -14.7% | 53,573 | +0.6% | 1.14% | -13.6% |
| Q3 2018 | $9,464,000 | +23.8% | 53,276 | +13.6% | 1.32% | +7.7% |
| Q2 2018 | $7,645,000 | +7.5% | 46,878 | +2.2% | 1.23% | +10.0% |
| Q1 2018 | $7,110,000 | +3.5% | 45,849 | +2.0% | 1.12% | +7.8% |
| Q4 2017 | $6,868,000 | +6.7% | 44,959 | +0.2% | 1.03% | -10.9% |
| Q3 2017 | $6,438,000 | -6.1% | 44,890 | -10.0% | 1.16% | -4.4% |
| Q2 2017 | $6,853,000 | +30.9% | 49,898 | +25.3% | 1.22% | +31.5% |
| Q1 2017 | $5,237,000 | +17.6% | 39,818 | +8.9% | 0.92% | +3.7% |
| Q4 2016 | $4,452,000 | +0.5% | 36,555 | +0.4% | 0.89% | -11.0% |
| Q3 2016 | $4,429,000 | +4.7% | 36,406 | +0.3% | 1.00% | -3.9% |
| Q2 2016 | $4,230,000 | +51.6% | 36,287 | +50.7% | 1.04% | +47.0% |
| Q1 2016 | $2,791,000 | -1.7% | 24,083 | -1.8% | 0.71% | +1.0% |
| Q4 2015 | $2,840,000 | +7.4% | 24,523 | +0.4% | 0.70% | +6.4% |
| Q3 2015 | $2,644,000 | -4.9% | 24,423 | 0.0% | 0.66% | +6.8% |
| Q2 2015 | $2,781,000 | -0.3% | 24,423 | -0.2% | 0.62% | -1.4% |
| Q1 2015 | $2,789,000 | +5.7% | 24,472 | -0.9% | 0.63% | +1.5% |
| Q3 2014 | $2,639,000 | -0.5% | 24,701 | -2.0% | 0.62% | -1.3% |
| Q2 2014 | $2,653,000 | +44.3% | 25,215 | +36.8% | 0.63% | +37.3% |
| Q1 2014 | $1,839,000 | +110.7% | 18,428 | +108.6% | 0.46% | +106.3% |
| Q4 2013 | $873,000 | +78.9% | 8,836 | +61.9% | 0.22% | +60.1% |
| Q3 2013 | $488,000 | +11.7% | 5,458 | +5.3% | 0.14% | -0.7% |
| Q2 2013 | $437,000 | – | 5,182 | – | 0.14% | – |
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% |