ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $29,456,000 | +6.5% | 152,119 | -1.0% | 7.78% | +1.3% |
| Q3 2019 | $27,664,000 | -1.8% | 153,664 | -2.3% | 7.68% | -4.5% |
| Q2 2019 | $28,183,000 | +3.6% | 157,238 | -0.4% | 8.04% | +1.6% |
| Q1 2019 | $27,204,000 | +15.2% | 157,831 | +0.7% | 7.91% | +4.0% |
| Q4 2018 | $23,613,000 | +7850.5% | 156,718 | +9250.7% | 7.61% | +8750.0% |
| Q3 2018 | $297,000 | +8.8% | 1,676 | 0.0% | 0.09% | +3.6% |
| Q2 2018 | $273,000 | +5.0% | 1,676 | 0.0% | 0.08% | +3.8% |
| Q1 2018 | $260,000 | +1.6% | 1,676 | 0.0% | 0.08% | +2.6% |
| Q4 2017 | $256,000 | -25.6% | 1,676 | -33.4% | 0.08% | -33.9% |
| Q2 2017 | $344,000 | – | 2,515 | – | 0.12% | – |
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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% |