ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,042,855 | +142.7% | 132,167 | +150.0% | 0.01% | +180.0% |
| Q2 2023 | $3,726,025 | +54.4% | 52,866 | +33.2% | 0.01% | +25.0% |
| Q1 2023 | $2,412,898 | +13.8% | 39,679 | +9.5% | 0.00% | 0.0% |
| Q4 2022 | $2,120,631 | +19.6% | 36,250 | +20.3% | 0.00% | +33.3% |
| Q3 2022 | $1,773,000 | +7.0% | 30,138 | +11.1% | 0.00% | 0.0% |
| Q2 2022 | $1,657,000 | -25.3% | 27,128 | -6.6% | 0.00% | 0.0% |
| Q1 2022 | $2,218,000 | -13.6% | 29,039 | -6.4% | 0.00% | 0.0% |
| Q4 2021 | $2,566,000 | +32.7% | 31,028 | +23.9% | 0.00% | 0.0% |
| Q3 2021 | $1,933,000 | +25.4% | 25,036 | +18.2% | 0.00% | +50.0% |
| Q2 2021 | $1,541,000 | +16.7% | 21,183 | +4.4% | 0.00% | 0.0% |
| Q1 2021 | $1,321,000 | +12.2% | 20,294 | +10.0% | 0.00% | 0.0% |
| Q4 2020 | $1,177,000 | +24.3% | 18,446 | +350.0% | 0.00% | 0.0% |
| Q3 2020 | $947,000 | +15.8% | 4,099 | +4.0% | 0.00% | 0.0% |
| Q2 2020 | $818,000 | +23.4% | 3,942 | -1.9% | 0.00% | +100.0% |
| Q1 2020 | $663,000 | +35.9% | 4,020 | +59.7% | 0.00% | 0.0% |
| Q4 2019 | $488,000 | -1.2% | 2,518 | -8.1% | 0.00% | 0.0% |
| Q3 2019 | $494,000 | +1.0% | 2,741 | +0.5% | 0.00% | 0.0% |
| Q2 2019 | $489,000 | +117.3% | 2,728 | +108.7% | 0.00% | – |
| Q1 2019 | $225,000 | -61.1% | 1,307 | -66.0% | 0.00% | -100.0% |
| Q4 2018 | $579,000 | +79.8% | 3,844 | +111.3% | 0.00% | – |
| Q3 2018 | $322,000 | -96.3% | 1,819 | -97.7% | 0.00% | -100.0% |
| Q4 2014 | $8,710,000 | -3.4% | 78,045 | -7.6% | 0.02% | -5.9% |
| Q3 2014 | $9,020,000 | +1.5% | 84,445 | 0.0% | 0.02% | +6.2% |
| Q2 2014 | $8,883,000 | +5.4% | 84,445 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $8,431,000 | +0.1% | 84,445 | -1.1% | 0.02% | -5.9% |
| Q4 2013 | $8,426,000 | -35.6% | 85,345 | -41.7% | 0.02% | -39.3% |
| Q3 2013 | $13,077,000 | +8.2% | 146,345 | +1.7% | 0.03% | +3.7% |
| Q2 2013 | $12,084,000 | – | 143,845 | – | 0.03% | – |
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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% |