ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,764,316 | -12.0% | 84,249 | -9.4% | 4.60% | -10.7% |
| Q2 2023 | $6,552,314 | +2.7% | 92,967 | -7.1% | 5.16% | +14.2% |
| Q4 2020 | $6,383,000 | -29.4% | 100,021 | +155.7% | 4.52% | -23.7% |
| Q3 2020 | $9,041,000 | +4.2% | 39,123 | -6.4% | 5.92% | +2.6% |
| Q2 2020 | $8,675,000 | +14.4% | 41,810 | -9.0% | 5.77% | +9.9% |
| Q1 2020 | $7,580,000 | -36.2% | 45,925 | -30.4% | 5.25% | -5.6% |
| Q3 2019 | $11,885,000 | -5.4% | 66,019 | -5.8% | 5.57% | +9.9% |
| Q2 2019 | $12,567,000 | -4.3% | 70,114 | -7.9% | 5.06% | -5.3% |
| Q1 2019 | $13,126,000 | – | 76,153 | – | 5.35% | – |
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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% |