ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $19,324,000 | +2.1% | 107,810 | +2.6% | 0.31% | +4.7% |
| Q3 2019 | $18,918,000 | -2.1% | 105,081 | -2.5% | 0.30% | -4.5% |
| Q2 2019 | $19,324,000 | -0.7% | 107,810 | -4.5% | 0.31% | -6.1% |
| Q1 2019 | $19,455,000 | +8.3% | 112,876 | -5.3% | 0.33% | -2.7% |
| Q4 2018 | $17,956,000 | -20.1% | 119,174 | -6.1% | 0.34% | -11.7% |
| Q3 2018 | $22,483,000 | +2.9% | 126,900 | -5.5% | 0.38% | -0.3% |
| Q2 2018 | $21,843,000 | +13.9% | 134,330 | +8.6% | 0.38% | +8.5% |
| Q1 2018 | $19,177,000 | +3075.0% | 123,667 | +3028.4% | 0.35% | +3118.2% |
| Q4 2017 | $604,000 | +9.4% | 3,953 | +2.7% | 0.01% | 0.0% |
| Q3 2017 | $552,000 | +3.0% | 3,850 | -1.7% | 0.01% | 0.0% |
| Q2 2017 | $536,000 | +117.9% | 3,915 | +109.0% | 0.01% | +120.0% |
| Q1 2017 | $246,000 | +7.0% | 1,873 | -0.8% | 0.01% | -16.7% |
| Q4 2016 | $230,000 | -37.8% | 1,888 | -40.5% | 0.01% | -40.0% |
| Q2 2016 | $370,000 | +7.2% | 3,175 | +6.6% | 0.01% | 0.0% |
| Q1 2016 | $345,000 | -29.9% | 2,979 | -29.8% | 0.01% | -37.5% |
| Q4 2015 | $492,000 | +11.1% | 4,246 | +3.3% | 0.02% | 0.0% |
| Q3 2015 | $443,000 | -16.3% | 4,112 | -11.5% | 0.02% | -15.8% |
| Q2 2015 | $529,000 | +1.0% | 4,645 | +1.0% | 0.02% | -5.0% |
| Q1 2015 | $524,000 | -17.0% | 4,598 | -18.7% | 0.02% | -23.1% |
| Q4 2014 | $631,000 | -7.5% | 5,653 | -11.5% | 0.03% | -13.3% |
| Q3 2014 | $682,000 | +39.5% | 6,388 | +37.3% | 0.03% | +36.4% |
| Q2 2014 | $489,000 | +19.3% | 4,651 | +13.3% | 0.02% | +4.8% |
| Q1 2014 | $410,000 | -43.9% | 4,104 | -44.5% | 0.02% | -47.5% |
| Q4 2013 | $731,000 | +16.4% | 7,401 | +5.4% | 0.04% | +2.6% |
| Q3 2013 | $628,000 | +46.0% | 7,023 | +37.3% | 0.04% | +30.0% |
| Q2 2013 | $430,000 | – | 5,116 | – | 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% |