ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,544,000 | +1.6% | 20,891 | -0.0% | 0.86% | +1.6% |
| Q2 2021 | $1,520,000 | +9.7% | 20,894 | -1.9% | 0.85% | +1.6% |
| Q1 2021 | $1,386,000 | -8.3% | 21,290 | -10.1% | 0.84% | -17.2% |
| Q4 2020 | $1,511,000 | +2.9% | 23,672 | +272.3% | 1.01% | -9.7% |
| Q3 2020 | $1,469,000 | -7.1% | 6,358 | -16.6% | 1.12% | -14.2% |
| Q2 2020 | $1,581,000 | +22.7% | 7,620 | -2.3% | 1.31% | +1.9% |
| Q1 2020 | $1,288,000 | -13.6% | 7,803 | +1.4% | 1.28% | +12.3% |
| Q4 2019 | $1,490,000 | +4.3% | 7,697 | -3.0% | 1.14% | -0.6% |
| Q3 2019 | $1,428,000 | -3.3% | 7,932 | -3.8% | 1.15% | -3.8% |
| Q2 2019 | $1,477,000 | -3.2% | 8,242 | -6.9% | 1.20% | -9.6% |
| Q1 2019 | $1,526,000 | +26.8% | 8,856 | +10.9% | 1.32% | -6.2% |
| Q4 2018 | $1,203,000 | -15.6% | 7,984 | -0.8% | 1.41% | -2.8% |
| Q3 2018 | $1,425,000 | +5.9% | 8,045 | -2.8% | 1.45% | +16.9% |
| Q2 2018 | $1,345,000 | -10.4% | 8,274 | -14.5% | 1.24% | -13.1% |
| Q1 2018 | $1,501,000 | -3.3% | 9,677 | -4.8% | 1.43% | -3.9% |
| Q4 2017 | $1,552,000 | – | 10,160 | – | 1.48% | – |
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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% |