ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $136,000 | -99.3% | 827 | -99.2% | 0.06% | -99.2% |
| Q4 2019 | $19,920,000 | +8.7% | 102,871 | +1.0% | 6.84% | -10.6% |
| Q3 2019 | $18,329,000 | -27.1% | 101,813 | -27.4% | 7.65% | -24.8% |
| Q2 2019 | $25,128,000 | +68.6% | 140,195 | +62.2% | 10.18% | +49.6% |
| Q1 2019 | $14,900,000 | +5789.3% | 86,444 | +5048.5% | 6.80% | +4592.4% |
| Q4 2018 | $253,000 | -13.1% | 1,679 | +2.1% | 0.14% | -24.1% |
| Q3 2018 | $291,000 | +16.4% | 1,645 | +7.2% | 0.19% | +15.1% |
| Q2 2018 | $250,000 | -53.4% | 1,535 | -55.6% | 0.17% | -43.5% |
| Q1 2018 | $537,000 | +15.7% | 3,461 | +14.0% | 0.29% | +20.5% |
| Q4 2017 | $464,000 | +21.8% | 3,037 | +14.3% | 0.24% | +15.1% |
| Q3 2017 | $381,000 | +25.3% | 2,656 | +19.6% | 0.21% | +20.5% |
| Q2 2017 | $304,000 | – | 2,220 | – | 0.18% | – |
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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% |