ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $1,648,000 | +8.6% | 10,627 | +7.0% | 0.42% | +3.4% |
| Q4 2017 | $1,517,000 | +6.8% | 9,931 | +0.2% | 0.41% | -1.9% |
| Q3 2017 | $1,421,000 | -6.0% | 9,911 | -10.3% | 0.42% | -7.7% |
| Q2 2017 | $1,512,000 | +3.6% | 11,052 | -0.4% | 0.45% | +0.2% |
| Q1 2017 | $1,460,000 | +49.7% | 11,101 | +38.6% | 0.45% | +39.4% |
| Q4 2016 | $975,000 | -0.1% | 8,007 | -0.2% | 0.32% | -0.9% |
| Q3 2016 | $976,000 | +11.5% | 8,024 | +6.9% | 0.33% | 0.0% |
| Q2 2016 | $875,000 | +15.0% | 7,507 | +14.2% | 0.33% | +5.8% |
| Q1 2016 | $761,000 | +2.7% | 6,571 | +2.7% | 0.31% | +2.6% |
| Q4 2015 | $741,000 | +31.2% | 6,401 | +22.2% | 0.30% | +20.3% |
| Q3 2015 | $565,000 | – | 5,237 | – | 0.25% | – |
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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% |