ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
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. | 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% |