ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 752 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.92 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $20,338,000 | +16.1% | 113,469 | +11.6% | 0.92% | +15.0% |
| Q1 2019 | $17,523,000 | +14.4% | 101,669 | 0.0% | 0.80% | +10.9% |
| Q4 2018 | $15,318,000 | +9.8% | 101,669 | +29.1% | 0.72% | +20.5% |
| Q3 2018 | $13,956,000 | -10.8% | 78,769 | -18.1% | 0.60% | -18.5% |
| Q2 2018 | $15,638,000 | -14.6% | 96,169 | -18.5% | 0.74% | -2.9% |
| Q1 2018 | $18,309,000 | -8.0% | 118,069 | -9.4% | 0.76% | -17.3% |
| Q4 2017 | $19,901,000 | +3.4% | 130,269 | -2.9% | 0.92% | -10.0% |
| Q3 2017 | $19,244,000 | -4.3% | 134,179 | -8.7% | 1.02% | -7.6% |
| Q2 2017 | $20,111,000 | +4.1% | 146,954 | 0.0% | 1.10% | +0.4% |
| Q1 2017 | $19,327,000 | +355.0% | 146,954 | +321.3% | 1.10% | +209.6% |
| Q4 2016 | $4,248,000 | +115.1% | 34,878 | +114.8% | 0.36% | +107.6% |
| Q3 2016 | $1,975,000 | +17.3% | 16,237 | +12.4% | 0.17% | +2.4% |
| Q2 2016 | $1,684,000 | – | 14,446 | – | 0.17% | – |
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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% |