ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,370 | -52.4% | 3,367 | -50.9% | 0.03% | -49.2% |
| Q2 2023 | $483,634 | +10.3% | 6,862 | 0.0% | 0.06% | +6.6% |
| Q1 2023 | $438,413 | -1.1% | 6,862 | -9.5% | 0.06% | -25.6% |
| Q4 2022 | $443,371 | +10.6% | 7,579 | +9.3% | 0.08% | +15.5% |
| Q3 2022 | $401,000 | -14.9% | 6,932 | +12.3% | 0.07% | +26.8% |
| Q1 2022 | $471,000 | -51.8% | 6,173 | -47.1% | 0.06% | -46.7% |
| Q4 2021 | $977,000 | +205.3% | 11,675 | +169.9% | 0.10% | +200.0% |
| Q3 2021 | $320,000 | +31.1% | 4,326 | +29.1% | 0.04% | +34.6% |
| Q2 2021 | $244,000 | +17.9% | 3,351 | +213.8% | 0.03% | 0.0% |
| Q4 2019 | $207,000 | +0.5% | 1,068 | -8.1% | 0.03% | -3.7% |
| Q3 2018 | $206,000 | -49.0% | 1,162 | -53.3% | 0.03% | -60.3% |
| Q2 2018 | $404,000 | +3.9% | 2,486 | -0.9% | 0.07% | -8.1% |
| Q1 2018 | $389,000 | +44.1% | 2,508 | +41.8% | 0.07% | +80.5% |
| Q4 2017 | $270,000 | -36.6% | 1,769 | -40.4% | 0.04% | -42.3% |
| Q3 2017 | $426,000 | – | 2,968 | – | 0.07% | – |
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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% |