ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q3 2019 | $1,000 | 0.0% | 4 | 0.0% | 0.00% | – |
| Q2 2019 | $1,000 | -100.0% | 4 | -100.0% | 0.00% | -100.0% |
| Q1 2019 | $10,308,000 | +11.4% | 59,807 | -2.6% | 0.30% | +16.2% |
| Q4 2018 | $9,251,000 | -24.7% | 61,400 | -11.5% | 0.26% | -34.9% |
| Q3 2018 | $12,293,000 | -8.2% | 69,389 | -15.7% | 0.40% | -3.4% |
| Q2 2018 | $13,389,000 | -49.7% | 82,341 | -52.0% | 0.41% | -51.8% |
| Q1 2018 | $26,605,000 | +17.9% | 171,565 | +16.2% | 0.86% | +3.3% |
| Q4 2017 | $22,557,000 | +8.0% | 147,659 | +1.4% | 0.83% | -7.9% |
| Q3 2017 | $20,889,000 | +6638.4% | 145,654 | +6336.3% | 0.90% | +5893.3% |
| Q2 2017 | $310,000 | -97.9% | 2,263 | -98.0% | 0.02% | -98.1% |
| Q1 2017 | $15,001,000 | +71.2% | 114,054 | +58.5% | 0.78% | +76.4% |
| Q4 2016 | $8,761,000 | +97.8% | 71,943 | +97.6% | 0.44% | +102.3% |
| Q3 2016 | $4,429,000 | -21.8% | 36,410 | -25.0% | 0.22% | -33.5% |
| Q2 2016 | $5,662,000 | +247.8% | 48,574 | +245.8% | 0.33% | +203.7% |
| Q1 2016 | $1,628,000 | -73.1% | 14,048 | -73.1% | 0.11% | -72.1% |
| Q4 2015 | $6,053,000 | +18242.4% | 52,269 | +17037.4% | 0.39% | +19250.0% |
| Q3 2015 | $33,000 | -93.1% | 305 | -92.7% | 0.00% | -93.3% |
| Q2 2015 | $477,000 | -97.2% | 4,181 | -97.2% | 0.03% | -97.2% |
| Q1 2015 | $16,828,000 | +39.5% | 147,679 | +36.7% | 1.07% | +35.1% |
| Q4 2014 | $12,060,000 | -44.2% | 108,063 | -46.6% | 0.80% | -50.0% |
| Q3 2014 | $21,610,000 | -10.9% | 202,303 | -12.3% | 1.59% | -17.5% |
| Q2 2014 | $24,263,000 | +1470.4% | 230,655 | +1391.0% | 1.93% | +1220.5% |
| Q1 2014 | $1,545,000 | – | 15,470 | – | 0.15% | – |
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% |