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 | $1,056 | -3.1% | 15,430 | -0.3% | 0.19% | -2.0% |
| Q2 2023 | $1,090 | +10.3% | 15,470 | 0.0% | 0.20% | -1.0% |
| Q1 2023 | $988 | +2.6% | 15,470 | -6.0% | 0.20% | -5.3% |
| Q4 2022 | $963 | -99.9% | 16,460 | 0.0% | 0.21% | -7.1% |
| Q3 2022 | $952,000 | -4.1% | 16,460 | 0.0% | 0.22% | +11.4% |
| Q2 2022 | $993,000 | -21.0% | 16,460 | 0.0% | 0.20% | -7.3% |
| Q1 2022 | $1,257,000 | -8.7% | 16,460 | 0.0% | 0.22% | +3.8% |
| Q4 2021 | $1,377,000 | +13.1% | 16,460 | 0.0% | 0.21% | +3.4% |
| Q3 2021 | $1,217,000 | +1.7% | 16,460 | 0.0% | 0.20% | -1.0% |
| Q2 2021 | $1,197,000 | +9.4% | 16,460 | -2.0% | 0.20% | +3.5% |
| Q1 2021 | $1,094,000 | +2.1% | 16,800 | 0.0% | 0.20% | -5.3% |
| Q4 2020 | $1,072,000 | +7.8% | 16,800 | +290.7% | 0.21% | -9.1% |
| Q3 2020 | $994,000 | +11.4% | 4,300 | 0.0% | 0.23% | +4.1% |
| Q2 2020 | $892,000 | +25.6% | 4,300 | 0.0% | 0.22% | +12.2% |
| Q1 2020 | $710,000 | -14.8% | 4,300 | 0.0% | 0.20% | +11.3% |
| Q4 2019 | $833,000 | +7.6% | 4,300 | 0.0% | 0.18% | -5.9% |
| Q3 2019 | $774,000 | +0.4% | 4,300 | 0.0% | 0.19% | -1.6% |
| Q2 2019 | $771,000 | +4.0% | 4,300 | 0.0% | 0.19% | -1.5% |
| Q1 2019 | $741,000 | +14.4% | 4,300 | 0.0% | 0.19% | 0.0% |
| Q4 2018 | $648,000 | -15.0% | 4,300 | 0.0% | 0.19% | +6.6% |
| Q3 2018 | $762,000 | +9.0% | 4,300 | 0.0% | 0.18% | +1.7% |
| Q2 2018 | $699,000 | +4.8% | 4,300 | 0.0% | 0.18% | +1.1% |
| Q1 2018 | $667,000 | +1.5% | 4,300 | 0.0% | 0.18% | +4.7% |
| Q4 2017 | $657,000 | +6.5% | 4,300 | 0.0% | 0.17% | +3.0% |
| Q3 2017 | $617,000 | +4.9% | 4,300 | 0.0% | 0.16% | +0.6% |
| Q2 2017 | $588,000 | +3.9% | 4,300 | 0.0% | 0.16% | +1.2% |
| Q1 2017 | $566,000 | +8.0% | 4,300 | 0.0% | 0.16% | -1.2% |
| Q4 2016 | $524,000 | +0.2% | 4,300 | 0.0% | 0.16% | -5.2% |
| Q3 2016 | $523,000 | +4.4% | 4,300 | 0.0% | 0.17% | +10.3% |
| Q2 2016 | $501,000 | +0.6% | 4,300 | 0.0% | 0.16% | -4.3% |
| Q1 2016 | $498,000 | 0.0% | 4,300 | 0.0% | 0.16% | -4.7% |
| Q4 2015 | $498,000 | +7.3% | 4,300 | 0.0% | 0.17% | +2.4% |
| Q3 2015 | $464,000 | – | 4,300 | – | 0.17% | – |
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% |