ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $79,000 | +31.7% | 1,232 | +300.0% | 0.04% | +32.3% |
| Q4 2019 | $60,000 | -79.0% | 308 | -80.6% | 0.03% | -80.5% |
| Q3 2019 | $286,000 | +8.3% | 1,586 | +7.5% | 0.16% | +12.8% |
| Q2 2019 | $264,000 | +4.8% | 1,475 | +0.8% | 0.14% | +3.7% |
| Q1 2019 | $252,000 | +15.6% | 1,464 | +1.0% | 0.14% | +5.4% |
| Q4 2018 | $218,000 | -14.5% | 1,450 | +0.9% | 0.13% | +4.9% |
| Q3 2018 | $255,000 | +8.5% | 1,437 | -0.5% | 0.12% | +4.2% |
| Q2 2018 | $235,000 | -2.5% | 1,444 | -7.1% | 0.12% | -7.1% |
| Q1 2018 | $241,000 | -4.4% | 1,555 | -5.5% | 0.13% | +0.8% |
| Q4 2017 | $252,000 | +4.1% | 1,646 | -2.6% | 0.13% | +1.6% |
| Q3 2017 | $242,000 | +6.1% | 1,690 | +1.6% | 0.12% | +2.5% |
| Q2 2017 | $228,000 | +22.6% | 1,664 | +17.5% | 0.12% | +12.0% |
| Q1 2017 | $186,000 | +2.2% | 1,416 | -5.2% | 0.11% | +0.9% |
| Q4 2016 | $182,000 | +21.3% | 1,494 | +21.6% | 0.11% | +16.3% |
| Q3 2016 | $150,000 | – | 1,229 | – | 0.09% | – |
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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% |