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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $92,000 | +26.0% | 444 | 0.0% | 0.03% | +12.0% |
| Q1 2020 | $73,000 | -15.1% | 444 | 0.0% | 0.02% | +4.2% |
| Q4 2019 | $86,000 | +8.9% | 444 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $79,000 | 0.0% | 444 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $79,000 | -80.4% | 444 | -81.0% | 0.02% | -81.0% |
| Q1 2019 | $403,000 | +12.6% | 2,339 | -1.6% | 0.13% | +5.0% |
| Q4 2018 | $358,000 | -13.9% | 2,377 | +1.6% | 0.12% | -3.2% |
| Q3 2018 | $416,000 | +9.2% | 2,339 | 0.0% | 0.12% | +1.6% |
| Q2 2018 | $381,000 | +5.2% | 2,339 | 0.0% | 0.12% | +4.3% |
| Q1 2018 | $362,000 | +1.4% | 2,339 | 0.0% | 0.12% | +8.3% |
| Q4 2017 | $357,000 | +6.6% | 2,339 | 0.0% | 0.11% | -6.1% |
| Q3 2017 | $335,000 | +4.7% | 2,339 | 0.0% | 0.12% | -11.5% |
| Q2 2017 | $320,000 | +3.9% | 2,339 | 0.0% | 0.13% | -41.4% |
| Q1 2017 | $308,000 | +8.1% | 2,339 | 0.0% | 0.22% | +2.3% |
| Q4 2016 | $285,000 | -33.7% | 2,339 | -36.6% | 0.22% | -36.4% |
| Q3 2016 | $430,000 | 0.0% | 3,690 | 0.0% | 0.34% | +9.3% |
| Q2 2016 | $430,000 | +0.5% | 3,690 | 0.0% | 0.31% | +5.1% |
| Q1 2016 | $428,000 | +0.2% | 3,690 | 0.0% | 0.30% | -10.3% |
| Q4 2015 | $427,000 | – | 3,690 | – | 0.33% | – |
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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% |