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 | $273 | -3.2% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $282 | +10.6% | 3,997 | 0.0% | 0.00% | +50.0% |
| Q1 2023 | $255 | +9.0% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $234 | -99.9% | 3,997 | 0.0% | 0.00% | -33.3% |
| Q3 2022 | $231,000 | -4.1% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $241,000 | -21.0% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $305,000 | -8.7% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $334,000 | +13.2% | 3,997 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $295,000 | -8.1% | 3,997 | -9.3% | 0.00% | 0.0% |
| Q2 2021 | $321,000 | +11.8% | 4,408 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $287,000 | +2.1% | 4,408 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $281,000 | +10.2% | 4,408 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $255,000 | +11.4% | 1,102 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | -0.4% | 1,102 | -20.8% | 0.00% | 0.0% |
| Q1 2020 | $230,000 | -20.1% | 1,392 | -6.3% | 0.00% | 0.0% |
| Q4 2019 | $288,000 | +14.7% | 1,486 | +6.8% | 0.00% | 0.0% |
| Q3 2019 | $251,000 | +0.4% | 1,392 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $250,000 | +4.2% | 1,392 | 0.0% | 0.00% | +50.0% |
| Q1 2019 | $240,000 | – | 1,392 | – | 0.00% | – |
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% |