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 | $391,000 | -8.0% | 1,696 | -17.2% | 0.16% | -15.1% |
| Q2 2020 | $425,000 | +26.1% | 2,049 | +0.1% | 0.18% | +8.8% |
| Q1 2020 | $337,000 | -18.8% | 2,047 | -4.7% | 0.17% | -7.1% |
| Q4 2019 | $415,000 | +1.0% | 2,147 | -6.0% | 0.18% | -4.2% |
| Q3 2019 | $411,000 | -0.2% | 2,284 | -0.7% | 0.19% | +4.4% |
| Q2 2019 | $412,000 | 0.0% | 2,301 | -3.6% | 0.18% | +4.0% |
| Q1 2019 | $412,000 | -13.1% | 2,388 | -24.2% | 0.18% | -25.4% |
| Q4 2018 | $474,000 | -72.6% | 3,149 | -67.8% | 0.24% | -69.1% |
| Q3 2018 | $1,731,000 | +8.5% | 9,770 | -0.4% | 0.76% | +1.3% |
| Q2 2018 | $1,595,000 | +124.0% | 9,811 | +113.6% | 0.75% | +100.3% |
| Q1 2018 | $712,000 | – | 4,594 | – | 0.38% | – |
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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% |