ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,002,000 | +15.3% | 5,816 | +0.7% | 0.27% | 0.0% |
| Q4 2018 | $869,000 | -13.5% | 5,773 | +1.8% | 0.27% | +3.4% |
| Q3 2018 | $1,005,000 | +13.4% | 5,673 | +4.0% | 0.26% | +4.4% |
| Q2 2018 | $886,000 | +4.9% | 5,454 | 0.0% | 0.25% | +4.1% |
| Q1 2018 | $845,000 | +1.4% | 5,454 | 0.0% | 0.24% | +7.1% |
| Q4 2017 | $833,000 | +6.5% | 5,454 | 0.0% | 0.23% | -10.7% |
| Q3 2017 | $782,000 | +4.8% | 5,454 | 0.0% | 0.25% | +2.4% |
| Q2 2017 | $746,000 | -13.7% | 5,454 | -17.0% | 0.25% | -12.4% |
| Q1 2017 | $864,000 | +30.1% | 6,574 | +20.5% | 0.28% | +27.6% |
| Q4 2016 | $664,000 | +0.2% | 5,454 | 0.0% | 0.22% | -4.7% |
| Q3 2016 | $663,000 | +4.4% | 5,454 | 0.0% | 0.23% | +8.9% |
| Q2 2016 | $635,000 | +0.5% | 5,454 | 0.0% | 0.21% | +1.4% |
| Q1 2016 | $632,000 | – | 5,454 | – | 0.21% | – |
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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% |