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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $34,165,000 | +7.5% | 147,850 | -3.4% | 7.33% | +0.8% |
| Q2 2020 | $31,768,000 | +25.5% | 153,108 | -0.1% | 7.28% | +4.2% |
| Q1 2020 | $25,308,000 | -55.2% | 153,333 | -47.4% | 6.98% | +2.4% |
| Q4 2019 | $56,462,000 | +273.3% | 291,586 | +247.1% | 6.82% | +85.1% |
| Q3 2019 | $15,126,000 | -1.0% | 84,018 | -1.5% | 3.68% | -6.0% |
| Q2 2019 | $15,281,000 | +0.5% | 85,257 | -3.4% | 3.92% | -8.4% |
| Q1 2019 | $15,210,000 | +12.3% | 88,244 | -1.9% | 4.28% | -5.1% |
| Q4 2018 | $13,549,000 | +2.1% | 89,926 | +20.1% | 4.50% | +14.1% |
| Q3 2018 | $13,266,000 | +6.9% | 74,876 | -1.9% | 3.95% | -0.5% |
| Q2 2018 | $12,411,000 | -50.8% | 76,322 | -53.1% | 3.97% | -4.7% |
| Q1 2018 | $25,248,000 | +107.4% | 162,818 | +104.3% | 4.16% | +1.4% |
| Q4 2017 | $12,174,000 | -48.0% | 79,690 | -51.2% | 4.11% | -12.0% |
| Q3 2017 | $23,424,000 | +2.7% | 163,326 | -2.0% | 4.67% | +2.8% |
| Q2 2017 | $22,812,000 | +1.6% | 166,698 | -2.3% | 4.54% | -3.6% |
| Q1 2017 | $22,448,000 | +6.2% | 170,682 | -1.7% | 4.70% | +1.1% |
| Q4 2016 | $21,140,000 | -2.4% | 173,578 | -2.5% | 4.65% | -8.6% |
| Q3 2016 | $21,660,000 | +1.9% | 178,032 | -2.3% | 5.09% | -8.8% |
| Q2 2016 | $21,250,000 | – | 182,272 | – | 5.58% | – |
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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% |