ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 613 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $147,000 | +8.1% | 975 | +26.8% | 0.03% | +26.9% |
| Q3 2018 | $136,000 | -22.7% | 769 | -29.1% | 0.03% | -31.6% |
| Q2 2018 | $176,000 | +10.0% | 1,084 | +4.9% | 0.04% | +11.8% |
| Q1 2018 | $160,000 | -6.4% | 1,033 | -59.9% | 0.03% | -32.0% |
| Q2 2017 | $171,000 | -49.6% | 2,574 | 0.0% | 0.05% | -55.0% |
| Q1 2017 | $339,000 | +564.7% | 2,574 | +479.7% | 0.11% | +455.0% |
| Q1 2016 | $51,000 | -94.1% | 444 | -94.0% | 0.02% | -94.1% |
| Q4 2015 | $858,000 | +38.6% | 7,411 | +29.1% | 0.34% | +40.4% |
| Q3 2015 | $619,000 | +1447.5% | 5,741 | +1402.9% | 0.24% | +1233.3% |
| Q2 2014 | $40,000 | +8.1% | 382 | +1.9% | 0.02% | +5.9% |
| Q1 2014 | $37,000 | -51.3% | 375 | -51.5% | 0.02% | -57.5% |
| Q4 2013 | $76,000 | +2.7% | 773 | -7.1% | 0.04% | +8.1% |
| Q3 2013 | $74,000 | -100.0% | 832 | -62.7% | 0.04% | -60.2% |
| Q2 2013 | $187,174,000 | – | 2,228 | – | 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% |