ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,000 | -100.0% | 3 | -100.0% | 0.00% | -100.0% |
| Q3 2019 | $4,229,000 | +4.4% | 23,488 | +3.9% | 1.56% | +3.9% |
| Q2 2019 | $4,051,000 | +1.8% | 22,599 | -2.1% | 1.50% | -6.1% |
| Q1 2019 | $3,979,000 | +16.9% | 23,087 | +2.2% | 1.60% | -24.6% |
| Q4 2018 | $3,404,000 | -13.9% | 22,592 | +1.3% | 2.12% | +38.2% |
| Q3 2018 | $3,952,000 | +2.6% | 22,305 | -5.8% | 1.54% | -2.2% |
| Q2 2018 | $3,852,000 | +24.9% | 23,688 | +19.1% | 1.57% | -1.7% |
| Q1 2018 | $3,083,000 | +27.4% | 19,882 | -4.8% | 1.60% | +27.5% |
| Q1 2016 | $2,419,000 | -1.7% | 20,876 | -1.8% | 1.25% | -0.8% |
| Q4 2015 | $2,461,000 | +10.0% | 21,253 | +2.4% | 1.26% | -16.7% |
| Q3 2015 | $2,238,000 | -1.0% | 20,762 | +4.5% | 1.52% | +43.2% |
| Q2 2015 | $2,261,000 | +2.5% | 19,865 | +2.6% | 1.06% | +2.4% |
| Q1 2015 | $2,206,000 | – | 19,361 | – | 1.03% | – |
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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% |