ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 406 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 0.75 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $9,448,000 | -1.5% | 52,448 | -2.0% | 0.09% | -1.1% |
| Q2 2019 | $9,592,000 | -9.3% | 53,516 | -12.8% | 0.09% | -14.7% |
| Q1 2019 | $10,578,000 | -61.8% | 61,373 | -66.6% | 0.10% | -66.8% |
| Q4 2018 | $27,667,000 | -20.5% | 183,635 | -6.5% | 0.31% | -10.5% |
| Q3 2018 | $34,793,000 | +12.3% | 196,388 | +3.1% | 0.34% | +3.9% |
| Q2 2018 | $30,983,000 | +62.9% | 190,538 | +55.4% | 0.33% | +53.5% |
| Q1 2018 | $19,018,000 | +41.1% | 122,646 | +39.1% | 0.22% | +22.9% |
| Q4 2017 | $13,474,000 | +16.2% | 88,199 | +9.1% | 0.18% | +10.8% |
| Q3 2017 | $11,596,000 | +18.6% | 80,860 | +13.2% | 0.16% | +11.3% |
| Q2 2017 | $9,777,000 | +36.9% | 71,444 | +31.5% | 0.14% | +46.4% |
| Q1 2017 | $7,144,000 | +296.7% | 54,325 | +266.9% | 0.10% | +273.1% |
| Q4 2016 | $1,801,000 | 0.0% | 14,805 | 0.0% | 0.03% | -3.7% |
| Q3 2016 | $1,801,000 | -25.6% | 14,805 | -28.7% | 0.03% | -27.0% |
| Q2 2016 | $2,420,000 | -79.1% | 20,759 | -79.3% | 0.04% | -80.5% |
| Q1 2016 | $11,602,000 | -3.1% | 100,115 | -3.1% | 0.19% | -24.3% |
| Q4 2015 | $11,967,000 | +1504.2% | 103,348 | +1392.2% | 0.25% | +1468.8% |
| Q3 2015 | $746,000 | -81.9% | 6,926 | -80.9% | 0.02% | -81.8% |
| Q2 2015 | $4,128,000 | -90.1% | 36,260 | -0.8% | 0.09% | -3.3% |
| Q1 2015 | $41,642,000 | +17.6% | 36,544 | +15.1% | 0.09% | +13.8% |
| Q4 2014 | $35,419,000 | +152.8% | 31,738 | +142.0% | 0.08% | +142.4% |
| Q3 2014 | $14,010,000 | +335.8% | 13,116 | +329.0% | 0.03% | +312.5% |
| Q2 2014 | $3,215,000 | -88.7% | 3,057 | -89.3% | 0.01% | -89.2% |
| Q1 2014 | $28,425,000 | +201.8% | 28,471 | +198.5% | 0.07% | +184.6% |
| Q4 2013 | $9,417,000 | -2.3% | 9,537 | -11.6% | 0.03% | -13.3% |
| Q3 2013 | $9,639,000 | +368.6% | 10,787 | +340.5% | 0.03% | +328.6% |
| Q2 2013 | $2,057,000 | – | 2,449 | – | 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% |