ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $439,000 | +3.3% | 6,739 | +1.3% | 0.13% | -10.6% |
| Q4 2020 | $425,000 | +10.7% | 6,652 | +300.0% | 0.14% | -1.4% |
| Q3 2020 | $384,000 | +11.3% | 1,663 | 0.0% | 0.14% | +0.7% |
| Q2 2020 | $345,000 | +31.2% | 1,663 | +4.4% | 0.14% | +7.5% |
| Q1 2020 | $263,000 | -15.7% | 1,593 | -1.2% | 0.13% | +5.6% |
| Q4 2019 | $312,000 | +9.9% | 1,613 | +2.3% | 0.13% | +7.7% |
| Q3 2019 | $284,000 | +0.4% | 1,577 | 0.0% | 0.12% | -1.7% |
| Q2 2019 | $283,000 | +5.2% | 1,577 | +1.0% | 0.12% | +10.2% |
| Q1 2019 | $269,000 | +26.3% | 1,562 | +10.6% | 0.11% | +22.7% |
| Q4 2018 | $213,000 | -3.6% | 1,412 | +3.9% | 0.09% | -2.2% |
| Q3 2018 | $221,000 | -4.7% | 1,359 | -4.9% | 0.09% | +2.3% |
| Q2 2018 | $232,000 | +41.5% | 1,429 | +35.3% | 0.09% | +44.3% |
| Q1 2018 | $164,000 | +228.0% | 1,056 | +224.9% | 0.06% | +238.9% |
| Q4 2017 | $50,000 | +6.4% | 325 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $47,000 | +6.8% | 325 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $44,000 | +2.3% | 325 | 0.0% | 0.02% | -5.3% |
| Q1 2017 | $43,000 | +7.5% | 325 | 0.0% | 0.02% | +5.6% |
| Q4 2016 | $40,000 | 0.0% | 325 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $40,000 | +5.3% | 325 | 0.0% | 0.02% | +5.6% |
| Q2 2016 | $38,000 | +2.7% | 325 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $37,000 | 0.0% | 325 | 0.0% | 0.02% | +12.5% |
| Q4 2015 | $37,000 | – | 325 | – | 0.02% | – |
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% |