ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $5,631,000 | +21.4% | 67,301 | +7.2% | 0.72% | +9.7% |
| Q3 2021 | $4,639,000 | -2.8% | 62,771 | -4.4% | 0.66% | +3.0% |
| Q2 2021 | $4,775,000 | +10.0% | 65,646 | -1.5% | 0.64% | +7.5% |
| Q1 2021 | $4,342,000 | +9.5% | 66,677 | +7.3% | 0.60% | +3.8% |
| Q4 2020 | $3,967,000 | +31.3% | 62,158 | +375.3% | 0.58% | +21.8% |
| Q3 2020 | $3,022,000 | +38.6% | 13,078 | +24.5% | 0.47% | +32.6% |
| Q2 2020 | $2,181,000 | +17.8% | 10,508 | -6.4% | 0.36% | +5.3% |
| Q1 2020 | $1,852,000 | -8.0% | 11,224 | +8.0% | 0.34% | +23.8% |
| Q4 2019 | $2,013,000 | +21.9% | 10,394 | +13.3% | 0.27% | +14.7% |
| Q3 2019 | $1,652,000 | +34.1% | 9,173 | +33.5% | 0.24% | +35.2% |
| Q2 2019 | $1,232,000 | -37.3% | 6,873 | -39.7% | 0.18% | -34.1% |
| Q1 2019 | $1,964,000 | -74.1% | 11,398 | -77.3% | 0.27% | -76.7% |
| Q4 2018 | $7,580,000 | -29.9% | 50,313 | -17.5% | 1.15% | -21.1% |
| Q3 2018 | $10,808,000 | -31.6% | 61,002 | -37.2% | 1.45% | -35.0% |
| Q2 2018 | $15,791,000 | +579.5% | 97,108 | +547.9% | 2.23% | +598.1% |
| Q1 2018 | $2,324,000 | +291.9% | 14,989 | +286.3% | 0.32% | +332.4% |
| Q4 2017 | $593,000 | +8.6% | 3,880 | +2.0% | 0.07% | +10.4% |
| Q3 2017 | $546,000 | -10.5% | 3,805 | -14.6% | 0.07% | -10.7% |
| Q2 2017 | $610,000 | +113.3% | 4,455 | +104.8% | 0.08% | +114.3% |
| Q1 2017 | $286,000 | -48.4% | 2,175 | -52.3% | 0.04% | -49.3% |
| Q3 2016 | $554,000 | – | 4,555 | – | 0.07% | – |
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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% |