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 | $9,094,000 | +4.3% | 52,764 | -8.8% | 0.14% | -7.9% |
| Q4 2018 | $8,717,000 | -13.6% | 57,852 | +1.6% | 0.15% | -2.6% |
| Q3 2018 | $10,092,000 | +8.5% | 56,964 | -0.4% | 0.16% | -3.1% |
| Q2 2018 | $9,305,000 | +9.5% | 57,221 | +4.4% | 0.16% | +6.6% |
| Q1 2018 | $8,499,000 | +6.1% | 54,808 | -1.8% | 0.15% | -2.6% |
| Q3 2017 | $8,007,000 | +2.9% | 55,828 | -1.9% | 0.16% | -0.6% |
| Q2 2017 | $7,784,000 | +43.1% | 56,881 | +37.6% | 0.16% | +39.3% |
| Q1 2017 | $5,439,000 | +338.6% | 41,351 | +306.0% | 0.11% | +314.8% |
| Q4 2016 | $1,240,000 | -34.4% | 10,185 | -34.4% | 0.03% | -38.6% |
| Q3 2016 | $1,890,000 | +13.9% | 15,537 | +9.1% | 0.04% | +12.8% |
| Q2 2016 | $1,660,000 | -4.7% | 14,243 | -5.2% | 0.04% | -7.1% |
| Q1 2016 | $1,742,000 | +13.6% | 15,032 | +13.5% | 0.04% | +7.7% |
| Q4 2015 | $1,534,000 | +23.5% | 13,246 | +15.0% | 0.04% | +11.4% |
| Q3 2015 | $1,242,000 | +5.8% | 11,521 | +11.8% | 0.04% | +12.9% |
| Q2 2015 | $1,174,000 | -12.5% | 10,308 | -12.4% | 0.03% | -13.9% |
| Q1 2015 | $1,341,000 | +3.9% | 11,773 | +1.7% | 0.04% | +2.9% |
| Q4 2014 | $1,291,000 | +38.2% | 11,571 | +32.3% | 0.04% | +29.6% |
| Q3 2014 | $934,000 | 0.0% | 8,748 | -1.5% | 0.03% | 0.0% |
| Q2 2014 | $934,000 | -15.4% | 8,881 | -19.7% | 0.03% | -18.2% |
| Q1 2014 | $1,104,000 | +15.0% | 11,062 | +13.7% | 0.03% | +13.8% |
| Q4 2013 | $960,000 | +12.0% | 9,725 | +1.5% | 0.03% | -3.3% |
| Q3 2013 | $857,000 | +7.0% | 9,586 | +0.6% | 0.03% | 0.0% |
| Q2 2013 | $801,000 | – | 9,532 | – | 0.03% | – |
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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% |