ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $367,000 | +1.9% | 5,637 | 0.0% | 0.10% | -3.0% |
Q4 2020 | $360,000 | +10.8% | 5,637 | +300.9% | 0.10% | +1.0% |
Q3 2020 | $325,000 | +8.7% | 1,406 | -2.6% | 0.10% | 0.0% |
Q2 2020 | $299,000 | +26.2% | 1,443 | +0.6% | 0.10% | +2.0% |
Q1 2020 | $237,000 | -14.7% | 1,435 | 0.0% | 0.10% | +2.1% |
Q4 2019 | $278,000 | +8.6% | 1,435 | +0.9% | 0.10% | +1.1% |
Q3 2019 | $256,000 | +0.4% | 1,422 | 0.0% | 0.10% | 0.0% |
Q2 2019 | $255,000 | +4.5% | 1,422 | +0.4% | 0.10% | +4.4% |
Q1 2019 | $244,000 | +17.9% | 1,416 | +3.2% | 0.09% | +5.8% |
Q4 2018 | $207,000 | -14.1% | 1,372 | +0.7% | 0.09% | +1.2% |
Q3 2018 | $241,000 | +8.6% | 1,363 | +0.3% | 0.08% | 0.0% |
Q2 2018 | $222,000 | -5.9% | 1,359 | -13.1% | 0.08% | -11.5% |
Q1 2018 | $236,000 | +14.0% | 1,563 | +15.4% | 0.10% | +11.6% |
Q4 2017 | $207,000 | -26.9% | 1,355 | -31.2% | 0.09% | -30.1% |
Q3 2017 | $283,000 | +5.2% | 1,970 | +0.2% | 0.12% | +3.4% |
Q2 2017 | $269,000 | +1.9% | 1,966 | 0.0% | 0.12% | +1.7% |
Q1 2017 | $264,000 | +5.6% | 1,966 | +0.3% | 0.12% | +6.4% |
Q4 2016 | $250,000 | +5.5% | 1,961 | +0.5% | 0.11% | -41.5% |
Q3 2016 | $237,000 | – | 1,951 | – | 0.19% | – |
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% |