ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $15,945,000 | +8.9% | 92,512 | -4.8% | 1.51% | -1.6% |
| Q4 2018 | $14,645,000 | -18.2% | 97,198 | -3.8% | 1.53% | -7.9% |
| Q3 2018 | $17,907,000 | +6.7% | 101,071 | -2.1% | 1.66% | +1.8% |
| Q2 2018 | $16,788,000 | +8.3% | 103,243 | +3.3% | 1.63% | +5.1% |
| Q1 2018 | $15,496,000 | +2.9% | 99,929 | +1.4% | 1.55% | +2.0% |
| Q4 2017 | $15,060,000 | +19.3% | 98,577 | +12.0% | 1.52% | +14.4% |
| Q3 2017 | $12,622,000 | +10.0% | 88,006 | +5.0% | 1.33% | +6.0% |
| Q2 2017 | $11,473,000 | +4.1% | 83,840 | +0.0% | 1.26% | +1.6% |
| Q1 2017 | $11,022,000 | +0.8% | 83,806 | -6.6% | 1.24% | -5.2% |
| Q4 2016 | $10,931,000 | -0.7% | 89,756 | -0.8% | 1.30% | -3.7% |
| Q3 2016 | $11,013,000 | +2.7% | 90,520 | -1.6% | 1.36% | -2.1% |
| Q2 2016 | $10,720,000 | -0.7% | 91,953 | -1.3% | 1.38% | -4.8% |
| Q1 2016 | $10,801,000 | +4.4% | 93,198 | +4.3% | 1.45% | +2.3% |
| Q4 2015 | $10,348,000 | +15.1% | 89,361 | +7.2% | 1.42% | +6.9% |
| Q3 2015 | $8,989,000 | -4.8% | 83,386 | +0.5% | 1.33% | +2.1% |
| Q2 2015 | $9,447,000 | +10.5% | 82,972 | +10.6% | 1.30% | +11.3% |
| Q1 2015 | $8,546,000 | +2.8% | 74,995 | +0.7% | 1.17% | -0.4% |
| Q4 2014 | $8,315,000 | +6.8% | 74,510 | +2.3% | 1.18% | +1.3% |
| Q3 2014 | $7,784,000 | -1.5% | 72,867 | -3.0% | 1.16% | -0.7% |
| Q2 2014 | $7,905,000 | -17.4% | 75,149 | -21.7% | 1.17% | -20.4% |
| Q1 2014 | $9,576,000 | +6.6% | 95,915 | +5.4% | 1.47% | +4.6% |
| Q4 2013 | $8,985,000 | +47.4% | 90,983 | +33.4% | 1.40% | +38.9% |
| Q3 2013 | $6,097,000 | +6.7% | 68,225 | +0.3% | 1.01% | +0.7% |
| Q2 2013 | $5,712,000 | – | 67,994 | – | 1.00% | – |
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% |