ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,512 | -15.0% | 3,866 | -12.5% | 0.10% | -14.3% |
| Q2 2023 | $311,240 | -1.5% | 4,416 | -10.7% | 0.11% | -7.4% |
| Q1 2023 | $316,000 | +9.2% | 4,946 | 0.0% | 0.12% | +4.3% |
| Q4 2022 | $289,341 | +28.0% | 4,946 | +26.6% | 0.12% | +5.5% |
| Q3 2022 | $226,000 | -78.4% | 3,906 | -77.5% | 0.11% | -77.3% |
| Q2 2022 | $1,046,000 | +251.0% | 17,340 | +343.9% | 0.48% | +306.7% |
| Q1 2022 | $298,000 | -8.9% | 3,906 | 0.0% | 0.12% | -1.7% |
| Q4 2021 | $327,000 | +13.1% | 3,906 | 0.0% | 0.12% | +6.1% |
| Q3 2021 | $289,000 | -20.8% | 3,906 | -22.1% | 0.11% | -17.4% |
| Q2 2021 | $365,000 | +8.3% | 5,016 | -3.1% | 0.14% | +3.0% |
| Q1 2021 | $337,000 | +2.1% | 5,178 | 0.0% | 0.13% | -4.3% |
| Q4 2020 | $330,000 | +0.6% | 5,178 | +264.9% | 0.14% | -11.9% |
| Q3 2020 | $328,000 | -23.2% | 1,419 | -31.1% | 0.16% | -19.7% |
| Q2 2020 | $427,000 | +25.6% | 2,060 | 0.0% | 0.20% | +9.4% |
| Q1 2020 | $340,000 | -14.8% | 2,060 | 0.0% | 0.18% | -2.7% |
| Q4 2019 | $399,000 | +3.6% | 2,060 | -3.8% | 0.19% | -8.8% |
| Q3 2019 | $385,000 | +0.3% | 2,141 | 0.0% | 0.20% | 0.0% |
| Q2 2019 | $384,000 | +4.1% | 2,141 | 0.0% | 0.20% | -0.5% |
| Q1 2019 | $369,000 | +14.2% | 2,141 | 0.0% | 0.20% | +32.3% |
| Q4 2018 | $323,000 | – | 2,141 | – | 0.16% | – |
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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% |