ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2017 | $3,582,000 | +1.7% | 24,977 | -3.0% | 0.45% | -1.5% |
Q2 2017 | $3,523,000 | +5.7% | 25,742 | +1.5% | 0.45% | -0.4% |
Q1 2017 | $3,334,000 | +3.0% | 25,352 | -4.7% | 0.46% | -2.8% |
Q4 2016 | $3,238,000 | +3.9% | 26,590 | +3.9% | 0.47% | +0.4% |
Q3 2016 | $3,115,000 | +303.5% | 25,603 | +286.8% | 0.47% | +279.7% |
Q2 2016 | $772,000 | +3.9% | 6,619 | +3.2% | 0.12% | +2.5% |
Q1 2016 | $743,000 | -8.3% | 6,413 | -8.3% | 0.12% | -6.2% |
Q4 2015 | $810,000 | +7.4% | 6,993 | 0.0% | 0.13% | +1.6% |
Q3 2015 | $754,000 | -7.7% | 6,993 | -2.5% | 0.13% | +1.6% |
Q2 2015 | $817,000 | +0.6% | 7,174 | +0.7% | 0.12% | +1.6% |
Q1 2015 | $812,000 | +7.5% | 7,124 | +5.4% | 0.12% | +5.2% |
Q4 2014 | $755,000 | +4.4% | 6,761 | -0.1% | 0.12% | -1.7% |
Q3 2014 | $723,000 | -4.4% | 6,765 | -5.8% | 0.12% | -8.5% |
Q2 2014 | $756,000 | +5.4% | 7,185 | 0.0% | 0.13% | -0.8% |
Q1 2014 | $717,000 | +27.8% | 7,185 | +26.4% | 0.13% | +22.6% |
Q4 2013 | $561,000 | +10.4% | 5,685 | 0.0% | 0.11% | +1.0% |
Q3 2013 | $508,000 | +1.0% | 5,685 | -5.0% | 0.10% | -7.1% |
Q2 2013 | $503,000 | – | 5,983 | – | 0.11% | – |
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% |