ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $326,000 | +4.5% | 1,682 | -2.9% | 0.32% | +0.6% |
| Q3 2019 | $312,000 | +0.6% | 1,732 | 0.0% | 0.32% | +8.1% |
| Q2 2019 | $310,000 | +3.7% | 1,732 | 0.0% | 0.30% | +4.9% |
| Q1 2019 | $299,000 | +14.6% | 1,732 | 0.0% | 0.28% | +6.0% |
| Q4 2018 | $261,000 | -15.0% | 1,732 | 0.0% | 0.27% | -2.9% |
| Q3 2018 | $307,000 | +8.9% | 1,732 | 0.0% | 0.28% | +6.2% |
| Q2 2018 | $282,000 | -3.4% | 1,732 | -8.0% | 0.26% | -9.1% |
| Q1 2018 | $292,000 | +1.4% | 1,882 | 0.0% | 0.29% | +9.6% |
| Q4 2017 | $288,000 | +6.7% | 1,882 | 0.0% | 0.26% | 0.0% |
| Q3 2017 | $270,000 | +4.7% | 1,882 | 0.0% | 0.26% | +5.2% |
| Q2 2017 | $258,000 | +11.2% | 1,882 | +6.6% | 0.25% | +7.8% |
| Q1 2017 | $232,000 | -10.1% | 1,765 | -16.5% | 0.23% | -14.8% |
| Q4 2016 | $258,000 | +0.4% | 2,115 | 0.0% | 0.27% | +6.7% |
| Q3 2016 | $257,000 | +0.4% | 2,115 | -3.9% | 0.25% | -1.9% |
| Q2 2016 | $256,000 | -90.4% | 2,200 | -92.1% | 0.26% | -81.6% |
| Q1 2016 | $2,653,000 | +940.4% | 27,920 | +1169.1% | 1.40% | +384.5% |
| Q4 2015 | $255,000 | +7.6% | 2,200 | 0.0% | 0.29% | +2.1% |
| Q3 2015 | $237,000 | -43.8% | 2,200 | -40.7% | 0.28% | -34.6% |
| Q2 2015 | $422,000 | -0.2% | 3,710 | 0.0% | 0.43% | +3.8% |
| Q1 2015 | $423,000 | -12.6% | 3,710 | -18.2% | 0.42% | +3.7% |
| Q3 2014 | $484,000 | -52.6% | 4,535 | -58.5% | 0.40% | -1.5% |
| Q2 2014 | $1,022,000 | +109.0% | 10,935 | +123.2% | 0.41% | +3.5% |
| Q1 2014 | $489,000 | +1.0% | 4,900 | 0.0% | 0.40% | +1.8% |
| Q4 2013 | $484,000 | +10.5% | 4,900 | 0.0% | 0.39% | +8.7% |
| Q3 2013 | $438,000 | -13.6% | 4,900 | -18.8% | 0.36% | -16.6% |
| Q2 2013 | $507,000 | – | 6,035 | – | 0.43% | – |
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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% |