ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 350 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $9,410,000 | +28.1% | 48,597 | +19.1% | 0.01% | 0.0% |
| Q3 2019 | $7,348,000 | +3808.5% | 40,818 | +3787.4% | 0.01% | – |
| Q2 2019 | $188,000 | +3.9% | 1,050 | 0.0% | 0.00% | – |
| Q1 2019 | $181,000 | +14.6% | 1,050 | 0.0% | 0.00% | – |
| Q4 2018 | $158,000 | -15.1% | 1,050 | 0.0% | 0.00% | – |
| Q3 2018 | $186,000 | +3.3% | 1,050 | -5.2% | 0.00% | – |
| Q2 2018 | $180,000 | -23.1% | 1,108 | -26.4% | 0.00% | – |
| Q1 2018 | $234,000 | +45.3% | 1,506 | +42.9% | 0.00% | – |
| Q4 2017 | $161,000 | -80.1% | 1,054 | -81.4% | 0.00% | -100.0% |
| Q3 2017 | $811,000 | +237.9% | 5,654 | +223.1% | 0.00% | – |
| Q2 2017 | $240,000 | +73.9% | 1,750 | +66.7% | 0.00% | – |
| Q1 2017 | $138,000 | +7.8% | 1,050 | 0.0% | 0.00% | – |
| Q4 2016 | $128,000 | 0.0% | 1,050 | 0.0% | 0.00% | – |
| Q3 2016 | $128,000 | +4.9% | 1,050 | 0.0% | 0.00% | – |
| Q2 2016 | $122,000 | -81.9% | 1,050 | -83.3% | 0.00% | -100.0% |
| Q3 2015 | $675,000 | -5.5% | 6,272 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $714,000 | -3.6% | 6,272 | -3.6% | 0.00% | 0.0% |
| Q1 2015 | $741,000 | +803.7% | 6,506 | +775.6% | 0.00% | – |
| Q4 2014 | $82,000 | -90.9% | 743 | -91.2% | 0.00% | -100.0% |
| Q3 2014 | $905,000 | -25.8% | 8,481 | -26.9% | 0.00% | 0.0% |
| Q2 2014 | $1,220,000 | +134.6% | 11,595 | +120.7% | 0.00% | 0.0% |
| Q1 2014 | $520,000 | +61.5% | 5,254 | +60.2% | 0.00% | – |
| Q4 2013 | $322,000 | +72.2% | 3,279 | +56.1% | 0.00% | – |
| Q3 2013 | $187,000 | +6.2% | 2,100 | 0.0% | 0.00% | – |
| Q2 2013 | $176,000 | – | 2,100 | – | 0.00% | – |
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% |