ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $399,000 | -14.9% | 2,645 | 0.0% | 0.08% | +3.7% |
| Q3 2018 | $469,000 | +8.1% | 2,645 | -0.9% | 0.08% | +1.2% |
| Q2 2018 | $434,000 | +4.8% | 2,670 | 0.0% | 0.08% | +3.9% |
| Q1 2018 | $414,000 | -8.8% | 2,670 | -10.1% | 0.08% | -7.2% |
| Q4 2017 | $454,000 | +6.6% | 2,970 | 0.0% | 0.08% | -1.2% |
| Q3 2017 | $426,000 | +4.9% | 2,970 | 0.0% | 0.08% | +2.4% |
| Q2 2017 | $406,000 | +3.8% | 2,970 | 0.0% | 0.08% | +7.9% |
| Q1 2017 | $391,000 | +7.1% | 2,970 | -0.8% | 0.08% | +1.3% |
| Q4 2016 | $365,000 | -6.9% | 2,995 | -7.0% | 0.08% | -14.8% |
| Q3 2016 | $392,000 | -13.1% | 3,220 | -16.8% | 0.09% | -12.0% |
| Q2 2016 | $451,000 | -6.0% | 3,870 | -6.6% | 0.10% | -10.7% |
| Q1 2016 | $480,000 | 0.0% | 4,145 | 0.0% | 0.11% | +3.7% |
| Q4 2015 | $480,000 | +5.5% | 4,145 | -1.8% | 0.11% | -2.7% |
| Q3 2015 | $455,000 | -7.5% | 4,220 | -2.3% | 0.11% | +0.9% |
| Q2 2015 | $492,000 | 0.0% | 4,320 | 0.0% | 0.11% | -0.9% |
| Q1 2015 | $492,000 | +2.1% | 4,320 | 0.0% | 0.11% | +2.8% |
| Q4 2014 | $482,000 | +3.9% | 4,320 | -0.6% | 0.11% | 0.0% |
| Q3 2014 | $464,000 | +0.4% | 4,345 | -1.1% | 0.11% | +0.9% |
| Q2 2014 | $462,000 | +4.1% | 4,395 | -1.1% | 0.11% | -0.9% |
| Q1 2014 | $444,000 | +25.1% | 4,445 | +23.6% | 0.11% | +25.6% |
| Q4 2013 | $355,000 | +8.6% | 3,595 | -1.7% | 0.09% | -4.4% |
| Q3 2013 | $327,000 | +6.9% | 3,659 | +0.5% | 0.09% | +2.3% |
| Q2 2013 | $306,000 | – | 3,639 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |