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 | $874,832 | -27.9% | 13,247 | -23.1% | 0.33% | -21.6% |
| Q2 2023 | $1,213,807 | +36.5% | 17,222 | +23.8% | 0.42% | +34.5% |
| Q1 2023 | $889,093 | +87929.0% | 13,916 | -19.4% | 0.31% | -12.2% |
| Q4 2022 | $1,010 | -99.9% | 17,265 | -35.0% | 0.35% | -40.7% |
| Q3 2022 | $1,537,000 | -39.7% | 26,575 | -37.1% | 0.60% | -37.7% |
| Q2 2022 | $2,549,000 | -75.5% | 42,232 | -69.0% | 0.96% | -70.6% |
| Q1 2022 | $10,410,000 | -37.0% | 136,296 | -30.9% | 3.25% | -33.1% |
| Q4 2021 | $16,514,000 | +11.9% | 197,370 | -1.2% | 4.86% | +7.4% |
| Q3 2021 | $14,758,000 | +2.1% | 199,675 | +0.5% | 4.52% | +3.7% |
| Q2 2021 | $14,449,000 | +13.3% | 198,662 | +1.4% | 4.36% | +2.9% |
| Q1 2021 | $12,758,000 | -10.7% | 195,954 | -12.4% | 4.24% | -22.8% |
| Q4 2020 | $14,282,000 | -18.0% | 223,814 | +196.9% | 5.49% | -24.6% |
| Q3 2020 | $17,418,000 | +14.4% | 75,385 | +2.7% | 7.28% | +10.0% |
| Q2 2020 | $15,228,000 | +56.8% | 73,396 | +24.7% | 6.62% | +24.6% |
| Q1 2020 | $9,711,000 | -10.4% | 58,842 | +5.1% | 5.31% | +15.6% |
| Q4 2019 | $10,841,000 | -1.8% | 55,990 | -8.7% | 4.60% | -4.8% |
| Q3 2019 | $11,041,000 | +147.0% | 61,333 | +145.9% | 4.83% | +112.8% |
| Q2 2019 | $4,470,000 | +15.9% | 24,940 | +11.4% | 2.27% | +14.4% |
| Q1 2019 | $3,858,000 | +165.9% | 22,387 | +132.3% | 1.98% | +125.7% |
| Q4 2018 | $1,451,000 | +185.6% | 9,636 | +235.6% | 0.88% | +242.0% |
| Q3 2018 | $508,000 | +64.9% | 2,871 | +51.1% | 0.26% | +53.9% |
| Q2 2018 | $308,000 | +4.8% | 1,900 | 0.0% | 0.17% | +35.8% |
| Q1 2018 | $294,000 | -8.1% | 1,900 | -9.5% | 0.12% | -6.8% |
| Q4 2017 | $320,000 | +6.3% | 2,100 | 0.0% | 0.13% | -3.6% |
| Q3 2017 | $301,000 | +4.9% | 2,100 | 0.0% | 0.14% | +4.6% |
| Q2 2017 | $287,000 | +4.0% | 2,100 | 0.0% | 0.13% | +4.0% |
| Q1 2017 | $276,000 | +7.8% | 2,100 | 0.0% | 0.13% | +3.3% |
| Q4 2016 | $256,000 | +0.4% | 2,100 | 0.0% | 0.12% | -3.9% |
| Q3 2016 | $255,000 | – | 2,100 | – | 0.13% | – |
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% |