ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $70,000 | -15.7% | 467 | 0.0% | 0.03% | +3.1% |
| Q3 2018 | $83,000 | +9.2% | 467 | 0.0% | 0.03% | +6.7% |
| Q2 2018 | $76,000 | -43.3% | 467 | -46.1% | 0.03% | -45.5% |
| Q1 2018 | $134,000 | +1.5% | 867 | 0.0% | 0.06% | +5.8% |
| Q4 2017 | $132,000 | +6.5% | 867 | 0.0% | 0.05% | +4.0% |
| Q3 2017 | $124,000 | +1.6% | 867 | 0.0% | 0.05% | +2.0% |
| Q2 2017 | $122,000 | +7.0% | 867 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $114,000 | +3.6% | 867 | 0.0% | 0.05% | 0.0% |
| Q4 2016 | $110,000 | -99.9% | 867 | 0.0% | 0.05% | 0.0% |
| Q3 2016 | $103,745,000 | -3.0% | 867 | -5.5% | 0.05% | -2.0% |
| Q2 2016 | $106,903,000 | +0.6% | 917 | 0.0% | 0.05% | 0.0% |
| Q1 2016 | $106,271,000 | +0.1% | 917 | 0.0% | 0.05% | -2.0% |
| Q4 2015 | $106,188,000 | +7.4% | 917 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $98,852,000 | -5.3% | 917 | 0.0% | 0.05% | +2.0% |
| Q2 2015 | $104,409,000 | +101268.0% | 917 | 0.0% | 0.05% | 0.0% |
| Q4 2014 | $103,000 | – | 917 | – | 0.05% | – |
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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% |