ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,434 | -3.0% | 35,586 | 0.0% | 0.20% | -1.0% |
| Q2 2023 | $2,508 | +10.3% | 35,586 | 0.0% | 0.20% | +4.7% |
| Q1 2023 | $2,273 | +9.2% | 35,586 | 0.0% | 0.19% | +6.0% |
| Q4 2022 | $2,081 | -99.9% | 35,586 | 0.0% | 0.18% | -1.6% |
| Q3 2022 | $2,058,000 | -4.1% | 35,586 | 0.0% | 0.18% | +2.8% |
| Q2 2022 | $2,147,000 | -21.0% | 35,586 | 0.0% | 0.18% | -5.8% |
| Q1 2022 | $2,718,000 | -8.7% | 35,586 | 0.0% | 0.19% | -9.0% |
| Q4 2021 | $2,977,000 | +13.2% | 35,586 | 0.0% | 0.21% | +2.4% |
| Q3 2021 | $2,630,000 | +1.6% | 35,586 | 0.0% | 0.20% | +1.5% |
| Q2 2021 | $2,588,000 | +5.2% | 35,586 | -5.8% | 0.20% | -2.4% |
| Q1 2021 | $2,460,000 | +2.0% | 37,796 | 0.0% | 0.21% | -3.7% |
| Q4 2020 | $2,412,000 | +10.5% | 37,796 | +300.0% | 0.22% | -1.4% |
| Q3 2020 | $2,183,000 | +11.3% | 9,449 | 0.0% | 0.22% | +1.4% |
| Q2 2020 | $1,961,000 | +25.7% | 9,449 | 0.0% | 0.22% | +3.4% |
| Q1 2020 | $1,560,000 | -14.8% | 9,449 | 0.0% | 0.21% | +8.9% |
| Q4 2019 | $1,830,000 | +2.2% | 9,449 | -5.0% | 0.19% | -3.5% |
| Q3 2019 | $1,791,000 | -15.8% | 9,949 | -16.2% | 0.20% | -15.0% |
| Q2 2019 | $2,127,000 | +4.0% | 11,869 | 0.0% | 0.23% | +2.2% |
| Q1 2019 | $2,046,000 | +14.4% | 11,869 | 0.0% | 0.23% | +0.4% |
| Q4 2018 | $1,788,000 | -15.0% | 11,869 | 0.0% | 0.23% | -3.4% |
| Q3 2018 | $2,103,000 | +9.0% | 11,869 | 0.0% | 0.24% | +1.3% |
| Q2 2018 | $1,930,000 | +255.4% | 11,869 | +239.1% | 0.23% | +241.2% |
| Q1 2018 | $543,000 | – | 3,500 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 723,960 | $46,507,199 | 40.81% |
| Foundation Wealth Management, LLC | 357,421 | $22,834,990 | 23.51% |
| Johnson Midwest Financial, LLC | 243,586 | $15,562,710 | 22.35% |
| TRIAD FINANCIAL ADVISORS, INC. | 550,219 | $35,153,466 | 15.30% |
| INSTRUMENTAL WEALTH, LLC | 161,953 | $10,326,149 | 13.63% |
| Praetorian Wealth Management, Inc. | 605,723 | $38,699,642 | 12.58% |
| Sterling Investment Counsel, LLC | 328,753 | $21,004,053 | 12.48% |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 386,444 | $24,690 | 11.94% |
| Camarda Financial Advisors, LLC | 240,167 | $15,344,270 | 11.50% |
| FINANCIAL LIFE ADVISORS | 381,879 | $24,398,252 | 10.49% |