ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $70,000 | +11.1% | 960 | 0.0% | 0.04% | +33.3% |
| Q1 2021 | $63,000 | +3.3% | 960 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $61,000 | +10.9% | 960 | +300.0% | 0.03% | +3.6% |
| Q3 2020 | $55,000 | +10.0% | 240 | 0.0% | 0.03% | +3.7% |
| Q2 2020 | $50,000 | +25.0% | 240 | 0.0% | 0.03% | +8.0% |
| Q1 2020 | $40,000 | -13.0% | 240 | 0.0% | 0.02% | +19.0% |
| Q4 2019 | $46,000 | +7.0% | 240 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $43,000 | 0.0% | 240 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $43,000 | +4.9% | 240 | 0.0% | 0.02% | +11.1% |
| Q1 2019 | $41,000 | +13.9% | 240 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $36,000 | -16.3% | 240 | 0.0% | 0.02% | +6.2% |
| Q3 2018 | $43,000 | +10.3% | 240 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $39,000 | -82.7% | 240 | -83.6% | 0.02% | -75.4% |
| Q1 2018 | $226,000 | 0.0% | 1,460 | -1.4% | 0.06% | -1.5% |
| Q4 2017 | $226,000 | -5.8% | 1,480 | -11.4% | 0.07% | -18.5% |
| Q3 2017 | $240,000 | +2.1% | 1,670 | -2.9% | 0.08% | -3.6% |
| Q2 2017 | $235,000 | -29.0% | 1,720 | -39.5% | 0.08% | -58.8% |
| Q2 2016 | $331,000 | -5.2% | 2,843 | -5.6% | 0.20% | -2.4% |
| Q1 2016 | $349,000 | +4.8% | 3,013 | +4.7% | 0.21% | 0.0% |
| Q4 2015 | $333,000 | +1232.0% | 2,878 | +1124.7% | 0.21% | +1507.7% |
| Q3 2014 | $25,000 | – | 235 | – | 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% |