ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $859,000 | +122.0% | 4,000 | +100.0% | 0.07% | +40.8% |
| Q4 2019 | $387,000 | +8.1% | 2,000 | 0.0% | 0.05% | -19.7% |
| Q3 2019 | $358,000 | 0.0% | 2,000 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $358,000 | +3.8% | 2,000 | 0.0% | 0.06% | +8.9% |
| Q1 2019 | $345,000 | +15.8% | 2,000 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $298,000 | -15.8% | 2,000 | 0.0% | 0.06% | -6.7% |
| Q3 2018 | $354,000 | -8.3% | 2,000 | -15.8% | 0.06% | -7.7% |
| Q2 2018 | $386,000 | +4.9% | 2,375 | 0.0% | 0.06% | +3.2% |
| Q1 2018 | $368,000 | +1.4% | 2,375 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $363,000 | +6.5% | 2,375 | 0.0% | 0.06% | +1.6% |
| Q3 2017 | $341,000 | +5.2% | 2,375 | 0.0% | 0.06% | +1.6% |
| Q2 2017 | $324,000 | +3.8% | 2,375 | 0.0% | 0.06% | +1.7% |
| Q1 2017 | $312,000 | +8.0% | 2,375 | 0.0% | 0.06% | +1.7% |
| Q4 2016 | $289,000 | +0.7% | 2,375 | 0.0% | 0.06% | -1.7% |
| Q3 2016 | $287,000 | +4.7% | 2,375 | 0.0% | 0.06% | 0.0% |
| Q2 2016 | $274,000 | -0.4% | 2,375 | 0.0% | 0.06% | +1.7% |
| Q1 2016 | $275,000 | -1.1% | 2,375 | 0.0% | 0.06% | -7.8% |
| Q4 2015 | $278,000 | +10.8% | 2,375 | 0.0% | 0.06% | +4.9% |
| Q3 2015 | $251,000 | -6.7% | 2,375 | 0.0% | 0.06% | +5.2% |
| Q2 2015 | $269,000 | -1.8% | 2,375 | 0.0% | 0.06% | -4.9% |
| Q1 2015 | $274,000 | +2.6% | 2,375 | 0.0% | 0.06% | +10.9% |
| Q4 2014 | $267,000 | +5.1% | 2,375 | 0.0% | 0.06% | 0.0% |
| Q3 2014 | $254,000 | +1.6% | 2,375 | 0.0% | 0.06% | 0.0% |
| Q2 2014 | $250,000 | +6.4% | 2,375 | 0.0% | 0.06% | +14.6% |
| Q1 2014 | $235,000 | +0.9% | 2,375 | 0.0% | 0.05% | +6.7% |
| Q4 2013 | $233,000 | +9.4% | 2,375 | 0.0% | 0.04% | -2.2% |
| Q3 2013 | $213,000 | – | 2,375 | – | 0.05% | – |
Download | ||||||
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% |