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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $649,000 | -1.2% | 3,625 | -5.0% | 0.01% | -11.1% |
| Q1 2019 | $657,000 | +3185.0% | 3,816 | +2705.9% | 0.01% | – |
| Q4 2018 | $20,000 | -97.8% | 136 | -97.4% | 0.00% | -100.0% |
| Q3 2018 | $922,000 | +27.5% | 5,208 | +17.0% | 0.01% | +22.2% |
| Q2 2018 | $723,000 | +8.1% | 4,450 | +3.1% | 0.01% | 0.0% |
| Q1 2018 | $669,000 | -13.8% | 4,315 | -15.1% | 0.01% | +12.5% |
| Q4 2017 | $776,000 | +45.6% | 5,085 | +36.7% | 0.01% | +33.3% |
| Q3 2017 | $533,000 | -99.1% | 3,720 | -99.1% | 0.01% | -99.2% |
| Q2 2017 | $58,139,000 | +81.1% | 424,851 | +74.0% | 0.74% | +48.4% |
| Q1 2017 | $32,109,000 | +10821.4% | 244,138 | +9984.2% | 0.50% | +12350.0% |
| Q4 2016 | $294,000 | +1076.0% | 2,421 | +1036.6% | 0.00% | – |
| Q3 2016 | $25,000 | -53.7% | 213 | -54.7% | 0.00% | -100.0% |
| Q2 2016 | $54,000 | -77.2% | 470 | -77.0% | 0.00% | -85.7% |
| Q1 2016 | $237,000 | -60.0% | 2,047 | -60.0% | 0.01% | -46.2% |
| Q4 2015 | $592,000 | – | 5,117 | – | 0.01% | – |
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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% |