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 | ||||
---|---|---|---|---|---|---|
Q2 2020 | $695,000 | +25.7% | 3,350 | 0.0% | 0.25% | +11.2% |
Q1 2020 | $553,000 | -14.8% | 3,350 | 0.0% | 0.22% | +22.4% |
Q4 2019 | $649,000 | +4.5% | 3,350 | -2.9% | 0.18% | -1.6% |
Q3 2019 | $621,000 | +0.5% | 3,450 | 0.0% | 0.19% | +0.5% |
Q2 2019 | $618,000 | +3.9% | 3,450 | 0.0% | 0.18% | +5.1% |
Q1 2019 | $595,000 | +14.4% | 3,450 | 0.0% | 0.18% | +3.5% |
Q4 2018 | $520,000 | -20.7% | 3,450 | -6.8% | 0.17% | -5.6% |
Q3 2018 | $656,000 | +9.0% | 3,700 | 0.0% | 0.18% | +3.4% |
Q2 2018 | $602,000 | +4.9% | 3,700 | 0.0% | 0.17% | +7.4% |
Q1 2018 | $574,000 | +1.6% | 3,700 | 0.0% | 0.16% | +3.2% |
Q4 2017 | $565,000 | +6.4% | 3,700 | 0.0% | 0.16% | +4.7% |
Q3 2017 | $531,000 | +4.9% | 3,700 | 0.0% | 0.15% | +1.4% |
Q2 2017 | $506,000 | +3.9% | 3,700 | 0.0% | 0.15% | 0.0% |
Q1 2017 | $487,000 | +8.0% | 3,700 | 0.0% | 0.15% | +6.5% |
Q4 2016 | $451,000 | +0.2% | 3,700 | 0.0% | 0.14% | -4.1% |
Q3 2016 | $450,000 | +4.4% | 3,700 | 0.0% | 0.14% | -0.7% |
Q2 2016 | $431,000 | +0.5% | 3,700 | 0.0% | 0.15% | +1.4% |
Q1 2016 | $429,000 | +0.2% | 3,700 | 0.0% | 0.14% | -2.7% |
Q4 2015 | $428,000 | +7.3% | 3,700 | 0.0% | 0.15% | +4.2% |
Q3 2015 | $399,000 | -5.2% | 3,700 | 0.0% | 0.14% | +6.0% |
Q2 2015 | $421,000 | -0.2% | 3,700 | 0.0% | 0.13% | -0.7% |
Q1 2015 | $422,000 | +2.2% | 3,700 | 0.0% | 0.14% | +1.5% |
Q4 2014 | $413,000 | +4.6% | 3,700 | 0.0% | 0.13% | -4.3% |
Q3 2014 | $395,000 | +1.5% | 3,700 | 0.0% | 0.14% | +8.6% |
Q2 2014 | $389,000 | +5.4% | 3,700 | 0.0% | 0.13% | +0.8% |
Q1 2014 | $369,000 | +1.1% | 3,700 | 0.0% | 0.13% | +11.4% |
Q4 2013 | $365,000 | +25.9% | 3,700 | +13.8% | 0.11% | +21.3% |
Q3 2013 | $290,000 | – | 3,250 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |