ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 427 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.55 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,582,671 | -3.0% | 125,441 | -0.0% | 5.54% | +25.5% |
| Q2 2023 | $8,844,979 | -42.4% | 125,496 | -47.7% | 4.42% | -61.6% |
| Q1 2023 | $15,344,270 | +6.0% | 240,167 | +38.9% | 11.50% | +40.4% |
| Q4 2021 | $14,470,000 | +43.3% | 172,944 | +26.6% | 8.19% | +20.3% |
| Q3 2021 | $10,097,000 | +168183.3% | 136,611 | +273122.0% | 6.81% | +170050.0% |
| Q4 2015 | $6,000 | -40.0% | 50 | -40.5% | 0.00% | -33.3% |
| Q1 2015 | $10,000 | +11.1% | 84 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $9,000 | 0.0% | 84 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $9,000 | +12.5% | 84 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $8,000 | 0.0% | 84 | 0.0% | 0.01% | -14.3% |
| Q4 2013 | $8,000 | – | 84 | – | 0.01% | – |
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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% |