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 2022 | $201,032,000 | -8.7% | 2,632 | 0.0% | 0.09% | -1.1% |
| Q4 2021 | $220,219,000 | -27.8% | 2,632 | -36.2% | 0.09% | -32.6% |
| Q3 2021 | $305,100,000 | +1.6% | 4,128 | 0.0% | 0.13% | +5.7% |
| Q2 2021 | $300,229,000 | -12.6% | 4,128 | -23.3% | 0.12% | -24.7% |
| Q4 2020 | $343,352,000 | -21.8% | 5,380 | +183.0% | 0.16% | -29.9% |
| Q3 2020 | $439,283,000 | -6.5% | 1,901 | -16.0% | 0.23% | -19.5% |
| Q2 2020 | $469,757,000 | -1.8% | 2,264 | -21.9% | 0.29% | -22.6% |
| Q1 2020 | $478,150,000 | -12.0% | 2,897 | +3.2% | 0.37% | +18.5% |
| Q4 2019 | $543,547,000 | -59.8% | 2,807 | -62.6% | 0.31% | -61.8% |
| Q3 2019 | $1,352,025,000 | -1.2% | 7,510 | -1.7% | 0.82% | +0.9% |
| Q2 2019 | $1,368,677,000 | +281.6% | 7,636 | +266.9% | 0.81% | +283.0% |
| Q1 2019 | $358,681,000 | +23.8% | 2,081 | +8.2% | 0.21% | -24.8% |
| Q4 2018 | $289,738,000 | -17.2% | 1,923 | -2.6% | 0.28% | +7.2% |
| Q3 2018 | $349,734,000 | +9.0% | 1,974 | 0.0% | 0.26% | +5.6% |
| Q2 2018 | $320,992,000 | +1580.0% | 1,974 | +1096.4% | 0.25% | +1283.3% |
| Q4 2015 | $19,107,000 | – | 165 | – | 0.02% | – |
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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% |