ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 575 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.98 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15 | -6.2% | 220 | 0.0% | 0.00% | – |
| Q2 2023 | $16 | +14.3% | 220 | 0.0% | 0.00% | – |
| Q1 2023 | $14 | -100.0% | 220 | -80.4% | 0.00% | -100.0% |
| Q3 2021 | $83,000 | +2.5% | 1,120 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $81,000 | +11.0% | 1,120 | 0.0% | 0.00% | +100.0% |
| Q1 2021 | $73,000 | -29.8% | 1,120 | +93.1% | 0.00% | -50.0% |
| Q4 2020 | $104,000 | +60.0% | 580 | +107.1% | 0.00% | 0.0% |
| Q3 2020 | $65,000 | +12.1% | 280 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $58,000 | +26.1% | 280 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $46,000 | -14.8% | 280 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $54,000 | +8.0% | 280 | 0.0% | 0.00% | -33.3% |
| Q3 2019 | $50,000 | -51.9% | 280 | -51.7% | 0.00% | -50.0% |
| Q2 2019 | $104,000 | +4.0% | 580 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $100,000 | +14.9% | 580 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $87,000 | -15.5% | 580 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $103,000 | +9.6% | 580 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $94,000 | +4.4% | 580 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $90,000 | +1.1% | 580 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $89,000 | +7.2% | 580 | 0.0% | 0.01% | -14.3% |
| Q3 2017 | $83,000 | +5.1% | 580 | 0.0% | 0.01% | +16.7% |
| Q2 2017 | $79,000 | +3.9% | 580 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $76,000 | +7.0% | 580 | 0.0% | 0.01% | -30.0% |
| Q4 2016 | $71,000 | +1.4% | 580 | 0.0% | 0.01% | +11.1% |
| Q3 2016 | $70,000 | +2.9% | 580 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $68,000 | +1.5% | 580 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $67,000 | – | 580 | – | 0.01% | – |
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% |