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 | $671,000 | -14.7% | 4,066 | 0.0% | 0.09% | +11.4% |
| Q4 2019 | $787,000 | +7.5% | 4,066 | 0.0% | 0.08% | +6.8% |
| Q3 2019 | $732,000 | +0.4% | 4,066 | 0.0% | 0.07% | -1.3% |
| Q2 2019 | $729,000 | +2.4% | 4,066 | 0.0% | 0.08% | +2.7% |
| Q1 2019 | $712,000 | +18.3% | 4,066 | +1.7% | 0.07% | -31.1% |
| Q4 2018 | $602,000 | -15.0% | 3,998 | 0.0% | 0.11% | -3.6% |
| Q3 2018 | $708,000 | +8.9% | 3,998 | 0.0% | 0.11% | 0.0% |
| Q2 2018 | $650,000 | +4.8% | 3,998 | 0.0% | 0.11% | +2.8% |
| Q1 2018 | $620,000 | -4.6% | 3,998 | -6.0% | 0.11% | -3.6% |
| Q4 2017 | $650,000 | +8.7% | 4,252 | +1.9% | 0.11% | +2.8% |
| Q3 2017 | $598,000 | +4.7% | 4,172 | 0.0% | 0.11% | +4.9% |
| Q2 2017 | $571,000 | +4.0% | 4,172 | 0.0% | 0.10% | +4.0% |
| Q1 2017 | $549,000 | +8.1% | 4,172 | 0.0% | 0.10% | +4.2% |
| Q4 2016 | $508,000 | 0.0% | 4,172 | 0.0% | 0.10% | -2.1% |
| Q3 2016 | $508,000 | -8.6% | 4,172 | -12.6% | 0.10% | -10.2% |
| Q2 2016 | $556,000 | -2.3% | 4,772 | -2.9% | 0.11% | -5.3% |
| Q1 2016 | $569,000 | -0.9% | 4,912 | -0.9% | 0.11% | -3.4% |
| Q4 2015 | $574,000 | -13.2% | 4,957 | -18.4% | 0.12% | -17.5% |
| Q3 2015 | $661,000 | -6.6% | 6,077 | 0.0% | 0.14% | +0.7% |
| Q2 2015 | $708,000 | +1.4% | 6,077 | -0.8% | 0.14% | +4.4% |
| Q1 2015 | $698,000 | +2.0% | 6,127 | 0.0% | 0.14% | +1.5% |
| Q4 2014 | $684,000 | -10.1% | 6,127 | -14.0% | 0.13% | -15.7% |
| Q3 2014 | $761,000 | +0.9% | 7,127 | 0.0% | 0.16% | +1.9% |
| Q2 2014 | $754,000 | +5.9% | 7,127 | 0.0% | 0.16% | -0.6% |
| Q1 2014 | $712,000 | +1.1% | 7,127 | 0.0% | 0.16% | -0.6% |
| Q4 2013 | $704,000 | +10.5% | 7,127 | 0.0% | 0.16% | +1.3% |
| Q3 2013 | $637,000 | +6.3% | 7,127 | 0.0% | 0.16% | 0.0% |
| Q2 2013 | $599,000 | – | 7,127 | – | 0.16% | – |
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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% |