ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $729,000 | -68.6% | 4,065 | -71.5% | 0.04% | -58.3% |
| Q2 2018 | $2,318,000 | +816.2% | 14,260 | +773.2% | 0.10% | +635.7% |
| Q1 2018 | $253,000 | -60.0% | 1,633 | -60.6% | 0.01% | -58.8% |
| Q4 2017 | $633,000 | -41.4% | 4,146 | -44.9% | 0.03% | -35.8% |
| Q3 2017 | $1,080,000 | +133.8% | 7,529 | +123.0% | 0.05% | -17.2% |
| Q2 2017 | $462,000 | +73.7% | 3,376 | +66.8% | 0.06% | +137.0% |
| Q1 2017 | $266,000 | – | 2,024 | – | 0.03% | – |
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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% |