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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $940,062 | +257.1% | 13,338 | +223.7% | 0.01% | +180.0% |
| Q1 2023 | $263,227 | -36.0% | 4,120 | -42.0% | 0.01% | -58.3% |
| Q3 2022 | $411,000 | +5.4% | 7,099 | +9.9% | 0.01% | -14.3% |
| Q2 2022 | $390,000 | +22.6% | 6,457 | +50.3% | 0.01% | +55.6% |
| Q3 2021 | $318,000 | -41.1% | 4,297 | -42.1% | 0.01% | -43.8% |
| Q2 2021 | $540,000 | +12.3% | 7,419 | +256.7% | 0.02% | +60.0% |
| Q3 2020 | $481,000 | -54.1% | 2,080 | -67.3% | 0.01% | -58.3% |
| Q1 2020 | $1,048,000 | +256.5% | 6,352 | +287.1% | 0.02% | +700.0% |
| Q2 2019 | $294,000 | -52.2% | 1,641 | -54.0% | 0.00% | -50.0% |
| Q1 2019 | $615,000 | -91.1% | 3,567 | -92.2% | 0.01% | -96.8% |
| Q4 2017 | $6,949,000 | +422.1% | 45,489 | +367.8% | 0.19% | -26.5% |
| Q2 2017 | $1,331,000 | -43.3% | 9,725 | -49.6% | 0.25% | -67.8% |
| Q4 2016 | $2,349,000 | – | 19,288 | – | 0.78% | – |
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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% |