ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 487 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.34 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $921,000 | -3.7% | 5,201 | -11.5% | 0.19% | -16.8% |
| Q2 2018 | $956,000 | +12.5% | 5,880 | +7.2% | 0.23% | +7.4% |
| Q1 2018 | $850,000 | -1.2% | 5,484 | -2.6% | 0.22% | +9.1% |
| Q4 2017 | $860,000 | +5.0% | 5,629 | -1.5% | 0.20% | -6.2% |
| Q3 2017 | $819,000 | +7.2% | 5,713 | +2.3% | 0.21% | -4.5% |
| Q2 2017 | $764,000 | -0.5% | 5,586 | -4.4% | 0.22% | -12.3% |
| Q1 2017 | $768,000 | +11.8% | 5,843 | +3.6% | 0.25% | -9.7% |
| Q4 2016 | $687,000 | +7.0% | 5,638 | +6.8% | 0.28% | -2.4% |
| Q3 2016 | $642,000 | -49.6% | 5,277 | -51.7% | 0.29% | -46.7% |
| Q2 2016 | $1,274,000 | -1.1% | 10,924 | -1.7% | 0.54% | -5.6% |
| Q1 2016 | $1,288,000 | +2.2% | 11,114 | +2.2% | 0.57% | -10.1% |
| Q4 2015 | $1,260,000 | +36.1% | 10,880 | +26.6% | 0.63% | +21.0% |
| Q3 2015 | $926,000 | +0.5% | 8,592 | +6.3% | 0.52% | +3.0% |
| Q2 2015 | $921,000 | -50.3% | 8,085 | -50.3% | 0.51% | -3.6% |
| Q1 2015 | $1,854,000 | +106.9% | 16,274 | +102.8% | 0.53% | +4.2% |
| Q4 2014 | $896,000 | +29.9% | 8,025 | +24.3% | 0.51% | +20.8% |
| Q3 2014 | $690,000 | +2.4% | 6,456 | +0.8% | 0.42% | +1.5% |
| Q2 2014 | $674,000 | -3.7% | 6,406 | -8.6% | 0.41% | -10.6% |
| Q1 2014 | $700,000 | -0.1% | 7,009 | -1.3% | 0.46% | -3.5% |
| Q4 2013 | $701,000 | – | 7,099 | – | 0.48% | – |
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% |