ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 491 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.23 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $130,000 | 0.0% | 724 | 0.0% | 0.10% | +2.0% |
| Q2 2019 | $130,000 | +4.0% | 724 | 0.0% | 0.10% | +1.0% |
| Q1 2019 | $125,000 | -4.6% | 724 | -17.0% | 0.10% | -1.0% |
| Q4 2018 | $131,000 | -87.6% | 872 | -85.4% | 0.10% | -85.5% |
| Q3 2018 | $1,055,000 | -8.3% | 5,954 | -15.9% | 0.68% | -18.6% |
| Q2 2018 | $1,151,000 | -89.3% | 7,079 | -89.8% | 0.84% | -79.4% |
| Q1 2018 | $10,729,000 | +2.8% | 69,186 | +1.3% | 4.09% | +26.4% |
| Q4 2017 | $10,433,000 | -19.8% | 68,294 | -24.7% | 3.24% | -23.6% |
| Q3 2017 | $13,002,000 | -10.1% | 90,659 | -14.3% | 4.24% | -16.1% |
| Q2 2017 | $14,470,000 | +90.3% | 105,739 | +82.9% | 5.05% | +67.9% |
| Q1 2017 | $7,604,000 | +5003.4% | 57,813 | +4638.8% | 3.01% | +5370.9% |
| Q4 2016 | $149,000 | +25.2% | 1,220 | +25.3% | 0.06% | +27.9% |
| Q3 2016 | $119,000 | -3.3% | 974 | -7.9% | 0.04% | -25.9% |
| Q2 2016 | $123,000 | -92.9% | 1,058 | -92.9% | 0.06% | -92.2% |
| Q1 2016 | $1,735,000 | -33.5% | 14,974 | -33.6% | 0.74% | -45.1% |
| Q4 2015 | $2,610,000 | +185.9% | 22,540 | +166.1% | 1.35% | +159.9% |
| Q3 2015 | $913,000 | +180.1% | 8,469 | +196.2% | 0.52% | +229.7% |
| Q2 2015 | $326,000 | -56.7% | 2,859 | -56.7% | 0.16% | -63.0% |
| Q1 2015 | $753,000 | -77.2% | 6,610 | -77.7% | 0.43% | -82.7% |
| Q4 2014 | $3,303,000 | – | 29,594 | – | 2.46% | – |
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% |