ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 486 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.07 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,549,000 | -11.3% | 21,502 | -3.3% | 0.17% | +4.4% |
| Q3 2019 | $4,003,000 | -1.7% | 22,231 | -2.2% | 0.16% | -4.8% |
| Q2 2019 | $4,072,000 | +39.9% | 22,721 | +21.0% | 0.17% | +23.7% |
| Q1 2018 | $2,911,000 | -4.2% | 18,771 | -5.6% | 0.14% | -0.7% |
| Q4 2017 | $3,039,000 | -32.7% | 19,888 | -39.7% | 0.14% | -39.0% |
| Q2 2017 | $4,513,000 | +71.0% | 32,978 | +64.3% | 0.22% | +12.1% |
| Q1 2017 | $2,639,000 | +4.7% | 20,068 | -3.0% | 0.20% | -0.5% |
| Q4 2016 | $2,520,000 | -6.6% | 20,689 | -6.8% | 0.20% | -8.3% |
| Q3 2016 | $2,699,000 | +2.0% | 22,188 | -2.2% | 0.22% | +1.4% |
| Q2 2016 | $2,645,000 | -53.2% | 22,688 | -53.5% | 0.22% | -55.1% |
| Q1 2016 | $5,649,000 | -14.1% | 48,742 | -14.2% | 0.48% | -14.5% |
| Q4 2015 | $6,575,000 | +6.2% | 56,781 | -1.2% | 0.56% | -2.9% |
| Q3 2015 | $6,194,000 | -39.7% | 57,454 | -36.4% | 0.58% | -5.1% |
| Q2 2015 | $10,280,000 | +2.7% | 90,290 | +2.7% | 0.61% | -6.0% |
| Q1 2015 | $10,014,000 | +0.0% | 87,885 | -2.0% | 0.65% | -2.6% |
| Q4 2014 | $10,010,000 | +8.0% | 89,699 | +3.3% | 0.66% | +4.2% |
| Q3 2014 | $9,272,000 | +2.0% | 86,801 | +0.5% | 0.64% | +1.6% |
| Q2 2014 | $9,089,000 | +5.9% | 86,402 | +0.5% | 0.63% | 0.0% |
| Q1 2014 | $8,586,000 | -0.0% | 85,994 | -1.1% | 0.63% | -1.9% |
| Q4 2013 | $8,589,000 | +12.7% | 86,979 | +2.0% | 0.64% | +2.2% |
| Q3 2013 | $7,620,000 | +15.2% | 85,268 | +8.3% | 0.62% | +7.2% |
| Q2 2013 | $6,612,000 | – | 78,705 | – | 0.58% | – |
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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% |