ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $137,000 | -9.3% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $151,000 | -2.6% | 1,800 | -14.3% | 0.01% | -14.3% |
| Q3 2021 | $155,000 | +18.3% | 2,100 | +16.7% | 0.01% | +16.7% |
| Q2 2021 | $131,000 | +12.0% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $117,000 | +1.7% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $115,000 | +10.6% | 1,800 | +300.0% | 0.01% | -7.7% |
| Q3 2020 | $104,000 | +11.8% | 450 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $93,000 | -84.6% | 450 | -87.7% | 0.01% | -87.9% |
| Q1 2020 | $605,000 | -29.1% | 3,664 | -16.8% | 0.11% | -15.1% |
| Q4 2019 | $853,000 | +7.6% | 4,404 | 0.0% | 0.13% | -6.0% |
| Q3 2019 | $793,000 | +0.5% | 4,404 | 0.0% | 0.13% | -6.9% |
| Q2 2019 | $789,000 | +4.0% | 4,404 | 0.0% | 0.14% | -4.6% |
| Q1 2019 | $759,000 | +14.3% | 4,404 | 0.0% | 0.15% | +2.0% |
| Q4 2018 | $664,000 | -14.9% | 4,404 | 0.0% | 0.15% | +2.1% |
| Q3 2018 | $780,000 | +8.9% | 4,404 | 0.0% | 0.14% | +2.8% |
| Q2 2018 | $716,000 | -26.9% | 4,404 | -30.2% | 0.14% | -28.8% |
| Q1 2018 | $979,000 | +5.5% | 6,313 | +4.0% | 0.20% | +1.5% |
| Q4 2017 | $928,000 | +6.5% | 6,073 | 0.0% | 0.20% | +0.5% |
| Q3 2017 | $871,000 | +4.8% | 6,073 | 0.0% | 0.19% | +0.5% |
| Q2 2017 | $831,000 | +4.0% | 6,073 | 0.0% | 0.19% | +3.2% |
| Q1 2017 | $799,000 | +8.0% | 6,073 | 0.0% | 0.19% | +2.2% |
| Q4 2016 | $740,000 | +4011.1% | 6,073 | +3948.7% | 0.18% | +3560.0% |
| Q3 2016 | $18,000 | +5.9% | 150 | 0.0% | 0.01% | +25.0% |
| Q2 2016 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $16,000 | -5.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $17,000 | 0.0% | 150 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $17,000 | +6.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $16,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $15,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $15,000 | +15.4% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $13,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $13,000 | – | 150 | – | 0.01% | – |
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% |