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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,357,000 | -14.6% | 7,850 | -16.6% | 0.18% | -13.6% |
| Q2 2018 | $1,589,000 | +7.6% | 9,415 | -0.6% | 0.21% | +3.4% |
| Q1 2018 | $1,477,000 | +101.8% | 9,470 | +109.5% | 0.21% | +115.6% |
| Q4 2017 | $732,000 | -11.5% | 4,520 | -19.6% | 0.10% | -15.8% |
| Q3 2017 | $827,000 | -9.7% | 5,620 | -14.7% | 0.11% | -13.6% |
| Q2 2017 | $916,000 | -6.2% | 6,585 | -11.4% | 0.13% | -5.7% |
| Q1 2017 | $977,000 | -10.0% | 7,435 | -15.4% | 0.14% | -10.3% |
| Q4 2016 | $1,086,000 | +16.3% | 8,785 | +13.5% | 0.16% | -7.1% |
| Q3 2016 | $934,000 | +19.6% | 7,740 | +14.8% | 0.17% | +15.1% |
| Q2 2016 | $781,000 | +67.6% | 6,740 | +64.4% | 0.15% | +67.8% |
| Q1 2016 | $466,000 | -5.5% | 4,100 | -4.7% | 0.09% | -6.5% |
| Q2 2015 | $493,000 | -82.3% | 4,300 | -81.5% | 0.09% | -79.9% |
| Q3 2014 | $2,786,000 | +12.3% | 23,300 | -0.3% | 0.46% | +6.7% |
| Q2 2014 | $2,480,000 | -1.1% | 23,375 | -6.4% | 0.43% | -9.2% |
| Q1 2014 | $2,508,000 | -7.1% | 24,975 | -5.9% | 0.48% | -9.5% |
| Q4 2013 | $2,699,000 | +13.6% | 26,550 | +1.0% | 0.53% | +4.3% |
| Q3 2013 | $2,375,000 | – | 26,275 | – | 0.51% | – |
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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% |