ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2020 | $208,000 | 0.0% | 1,158 | 0.0% | 0.02% | -46.7% |
Q2 2019 | $208,000 | +1.5% | 1,158 | 0.0% | 0.03% | -11.8% |
Q3 2018 | $205,000 | +688.5% | 1,158 | +446.2% | 0.03% | +466.7% |
Q3 2016 | $26,000 | +4.0% | 212 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $25,000 | 0.0% | 212 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $25,000 | – | 212 | – | 0.01% | – |
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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% |