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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $425,507 | -84.2% | 6,660 | -79.3% | 0.00% | -80.0% |
| Q4 2021 | $2,694,000 | +409.3% | 32,196 | +350.1% | 0.01% | +150.0% |
| Q3 2021 | $529,000 | -42.4% | 7,153 | -43.3% | 0.00% | -50.0% |
| Q2 2021 | $918,000 | +456.4% | 12,618 | +1165.6% | 0.00% | +100.0% |
| Q1 2020 | $165,000 | -77.3% | 997 | -76.3% | 0.00% | -33.3% |
| Q1 2019 | $726,000 | +255.9% | 4,208 | +211.0% | 0.00% | +50.0% |
| Q4 2018 | $204,000 | -34.0% | 1,353 | -28.8% | 0.00% | -60.0% |
| Q2 2018 | $309,000 | – | 1,899 | – | 0.01% | – |
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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% |