ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $16,000 | +220.0% | 248 | +1027.3% | 0.00% | +100.0% |
| Q2 2020 | $5,000 | -97.4% | 22 | -97.8% | 0.00% | -96.7% |
| Q4 2019 | $192,000 | +11.0% | 992 | +3.4% | 0.03% | +3.4% |
| Q3 2019 | $173,000 | +0.6% | 959 | 0.0% | 0.03% | -3.3% |
| Q2 2019 | $172,000 | -6.0% | 959 | -9.5% | 0.03% | -11.8% |
| Q1 2019 | $183,000 | +14.4% | 1,060 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $160,000 | -45.2% | 1,060 | -35.8% | 0.03% | -42.4% |
| Q3 2018 | $292,000 | +9.0% | 1,650 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $268,000 | +4.7% | 1,650 | 0.0% | 0.06% | -1.7% |
| Q1 2018 | $256,000 | +1.6% | 1,650 | 0.0% | 0.06% | -15.5% |
| Q4 2017 | $252,000 | +6.3% | 1,650 | 0.0% | 0.07% | -2.7% |
| Q3 2017 | $237,000 | +4.9% | 1,650 | 0.0% | 0.07% | -1.4% |
| Q2 2017 | $226,000 | +4.1% | 1,650 | 0.0% | 0.07% | +12.1% |
| Q1 2017 | $217,000 | +68.2% | 1,650 | +55.7% | 0.07% | +57.1% |
| Q4 2016 | $129,000 | 0.0% | 1,060 | 0.0% | 0.04% | +10.5% |
| Q3 2016 | $129,000 | +4.0% | 1,060 | 0.0% | 0.04% | +5.6% |
| Q2 2016 | $124,000 | +0.8% | 1,060 | 0.0% | 0.04% | -2.7% |
| Q1 2016 | $123,000 | – | 1,060 | – | 0.04% | – |
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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% |