ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,346,000 | +3.9% | 6,950 | -3.4% | 0.73% | +1.4% |
| Q3 2019 | $1,295,000 | -0.2% | 7,193 | -0.7% | 0.72% | -10.3% |
| Q2 2019 | $1,298,000 | -27.2% | 7,241 | -30.0% | 0.80% | -25.4% |
| Q1 2019 | $1,784,000 | +12.8% | 10,349 | -1.4% | 1.08% | -3.2% |
| Q4 2018 | $1,581,000 | -33.6% | 10,492 | -22.0% | 1.11% | -24.1% |
| Q3 2018 | $2,382,000 | +7.0% | 13,443 | -1.8% | 1.46% | +7.3% |
| Q2 2018 | $2,227,000 | +3.5% | 13,695 | -1.3% | 1.36% | +2.3% |
| Q1 2018 | $2,151,000 | -2.3% | 13,869 | -3.8% | 1.33% | -2.0% |
| Q4 2017 | $2,202,000 | +5.4% | 14,416 | -1.0% | 1.36% | +8.5% |
| Q3 2017 | $2,089,000 | -42.0% | 14,566 | -44.7% | 1.25% | -44.6% |
| Q2 2017 | $3,603,000 | +2.9% | 26,331 | -1.1% | 2.26% | +1.3% |
| Q1 2017 | $3,502,000 | +8.9% | 26,629 | +0.8% | 2.23% | +6.8% |
| Q4 2016 | $3,217,000 | +49.3% | 26,411 | +49.1% | 2.09% | +48.0% |
| Q3 2016 | $2,155,000 | +2.8% | 17,710 | -1.5% | 1.41% | +0.5% |
| Q2 2016 | $2,096,000 | -46.9% | 17,983 | -47.2% | 1.40% | -47.5% |
| Q1 2016 | $3,948,000 | +12.5% | 34,068 | +12.5% | 2.67% | +9.6% |
| Q4 2015 | $3,508,000 | +23.6% | 30,294 | +15.0% | 2.44% | +20.9% |
| Q3 2015 | $2,839,000 | +3.0% | 26,339 | +8.8% | 2.02% | +8.2% |
| Q2 2015 | $2,757,000 | +26.0% | 24,217 | +26.1% | 1.86% | +27.7% |
| Q1 2015 | $2,188,000 | +0.4% | 19,199 | -1.7% | 1.46% | -26.8% |
| Q4 2014 | $2,180,000 | – | 19,530 | – | 2.00% | – |
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% |