ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 862 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.02 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,350 | +10.9% | 7,576 | +14.3% | 0.03% | +12.5% |
| Q2 2023 | $467,211 | +110.3% | 6,629 | +74.6% | 0.02% | +118.2% |
| Q4 2022 | $222,125 | -19.8% | 3,797 | +4.9% | 0.01% | -26.7% |
| Q1 2022 | $277,000 | -8.6% | 3,620 | 0.0% | 0.02% | -6.2% |
| Q4 2021 | $303,000 | +13.5% | 3,620 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $267,000 | +1.5% | 3,620 | 0.0% | 0.02% | +6.7% |
| Q2 2021 | $263,000 | +7.3% | 3,620 | -3.7% | 0.02% | -6.2% |
| Q1 2021 | $245,000 | -46.9% | 3,760 | -47.9% | 0.02% | -48.4% |
| Q4 2020 | $461,000 | +10.6% | 7,220 | +300.0% | 0.03% | -6.1% |
| Q3 2020 | $417,000 | +11.2% | 1,805 | 0.0% | 0.03% | -5.7% |
| Q2 2020 | $375,000 | +25.8% | 1,805 | 0.0% | 0.04% | +20.7% |
| Q1 2020 | $298,000 | -14.9% | 1,805 | 0.0% | 0.03% | -9.4% |
| Q4 2019 | $350,000 | +52.2% | 1,805 | +41.6% | 0.03% | +52.4% |
| Q3 2019 | $230,000 | +0.4% | 1,275 | 0.0% | 0.02% | +10.5% |
| Q2 2019 | $229,000 | +13.4% | 1,275 | +9.0% | 0.02% | +11.8% |
| Q1 2019 | $202,000 | -13.7% | 1,170 | -11.4% | 0.02% | -15.0% |
| Q3 2018 | $234,000 | +8.8% | 1,321 | 0.0% | 0.02% | +11.1% |
| Q2 2018 | $215,000 | +4.9% | 1,321 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $205,000 | -7.7% | 1,321 | -18.5% | 0.02% | -5.3% |
| Q2 2017 | $222,000 | – | 1,620 | – | 0.02% | – |
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% |