ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 498 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.15 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,017,000 | +11.4% | 4,400 | 0.0% | 0.73% | +6.1% |
| Q2 2020 | $913,000 | -41.1% | 4,400 | -53.2% | 0.69% | -45.5% |
| Q1 2020 | $1,551,000 | -14.8% | 9,400 | 0.0% | 1.27% | +21.4% |
| Q4 2019 | $1,820,000 | +7.6% | 9,400 | 0.0% | 1.04% | -15.7% |
| Q3 2019 | $1,692,000 | +0.4% | 9,400 | 0.0% | 1.24% | +1.9% |
| Q2 2019 | $1,685,000 | +4.0% | 9,400 | 0.0% | 1.22% | +4.2% |
| Q1 2019 | $1,620,000 | +14.4% | 9,400 | 0.0% | 1.17% | +2.5% |
| Q4 2018 | $1,416,000 | -15.0% | 9,400 | 0.0% | 1.14% | -0.2% |
| Q3 2018 | $1,665,000 | +8.9% | 9,400 | 0.0% | 1.14% | +7.0% |
| Q2 2018 | $1,529,000 | +23.7% | 9,400 | 0.0% | 1.07% | +43.3% |
| Q1 2018 | $1,236,000 | -13.9% | 9,400 | 0.0% | 0.74% | -5.6% |
| Q4 2017 | $1,436,000 | +6.5% | 9,400 | 0.0% | 0.79% | +0.1% |
| Q3 2017 | $1,348,000 | +4.8% | 9,400 | 0.0% | 0.79% | +0.3% |
| Q2 2017 | $1,286,000 | +4.0% | 9,400 | 0.0% | 0.78% | +12.3% |
| Q1 2017 | $1,236,000 | +7.9% | 9,400 | 0.0% | 0.70% | -0.4% |
| Q4 2016 | $1,145,000 | +0.1% | 9,400 | 0.0% | 0.70% | -4.5% |
| Q3 2016 | $1,144,000 | +4.4% | 9,400 | 0.0% | 0.74% | +1.0% |
| Q2 2016 | $1,096,000 | +0.6% | 9,400 | 0.0% | 0.73% | -2.2% |
| Q1 2016 | $1,089,000 | 0.0% | 9,400 | 0.0% | 0.74% | -6.4% |
| Q4 2015 | $1,089,000 | +7.5% | 9,400 | 0.0% | 0.80% | +3.7% |
| Q3 2015 | $1,013,000 | -5.3% | 9,400 | 0.0% | 0.77% | +3.0% |
| Q2 2015 | $1,070,000 | -0.1% | 9,400 | 0.0% | 0.74% | -3.6% |
| Q1 2015 | $1,071,000 | +2.1% | 9,400 | 0.0% | 0.77% | +2.2% |
| Q4 2014 | $1,049,000 | -66.6% | 9,400 | -68.0% | 0.76% | -68.1% |
| Q3 2014 | $3,141,000 | +1.6% | 29,400 | 0.0% | 2.37% | +6.2% |
| Q2 2014 | $3,093,000 | +5.4% | 29,400 | 0.0% | 2.23% | -4.3% |
| Q1 2014 | $2,935,000 | +1.1% | 29,400 | 0.0% | 2.33% | -5.1% |
| Q4 2013 | $2,903,000 | +10.5% | 29,400 | 0.0% | 2.45% | +2.1% |
| Q3 2013 | $2,627,000 | – | 29,400 | – | 2.40% | – |
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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% |