ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $717,000 | +8.3% | 3,703 | +0.7% | 0.05% | -4.1% |
| Q3 2019 | $662,000 | +0.5% | 3,679 | 0.0% | 0.05% | -5.8% |
| Q2 2019 | $659,000 | -22.3% | 3,679 | -25.2% | 0.05% | -25.7% |
| Q1 2019 | $848,000 | +14.4% | 4,918 | -0.0% | 0.07% | +1.4% |
| Q4 2018 | $741,000 | -17.8% | 4,919 | -3.2% | 0.07% | -20.7% |
| Q3 2018 | $901,000 | +38.2% | 5,083 | +26.8% | 0.09% | +29.9% |
| Q2 2018 | $652,000 | +15.4% | 4,010 | +10.0% | 0.07% | +4.7% |
| Q1 2018 | $565,000 | +1.6% | 3,647 | +0.2% | 0.06% | +6.7% |
| Q4 2017 | $556,000 | +7.1% | 3,639 | +0.5% | 0.06% | +1.7% |
| Q3 2017 | $519,000 | +5.1% | 3,622 | +0.2% | 0.06% | +1.7% |
| Q2 2017 | $494,000 | +4.0% | 3,613 | 0.0% | 0.06% | 0.0% |
| Q1 2017 | $475,000 | +62.1% | 3,613 | +50.0% | 0.06% | +48.7% |
| Q4 2016 | $293,000 | +295.9% | 2,408 | +298.0% | 0.04% | +225.0% |
| Q3 2016 | $74,000 | +4.2% | 605 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $71,000 | +1.4% | 605 | +0.5% | 0.01% | 0.0% |
| Q1 2016 | $70,000 | -5.4% | 602 | -6.4% | 0.01% | -7.7% |
| Q4 2015 | $74,000 | +7.2% | 643 | +0.5% | 0.01% | -7.1% |
| Q3 2015 | $69,000 | -5.5% | 640 | +0.3% | 0.01% | 0.0% |
| Q2 2015 | $73,000 | -7.6% | 638 | -8.5% | 0.01% | -12.5% |
| Q1 2015 | $79,000 | +2.6% | 697 | +0.4% | 0.02% | 0.0% |
| Q4 2014 | $77,000 | +4.1% | 694 | +0.3% | 0.02% | -5.9% |
| Q3 2014 | $74,000 | +2.8% | 692 | +0.4% | 0.02% | +6.2% |
| Q2 2014 | $72,000 | +1.4% | 689 | -2.5% | 0.02% | -5.9% |
| Q1 2014 | $71,000 | +1.4% | 707 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $70,000 | +11.1% | 707 | +0.9% | 0.02% | 0.0% |
| Q3 2013 | $63,000 | +6.8% | 701 | +0.4% | 0.02% | +6.2% |
| Q2 2013 | $59,000 | – | 698 | – | 0.02% | – |
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% |