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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,254 | -2.9% | 3,833 | 0.0% | 0.11% | -9.8% |
| Q2 2023 | $270,150 | +10.3% | 3,833 | 0.0% | 0.12% | +8.0% |
| Q1 2023 | $244,890 | +9.2% | 3,833 | 0.0% | 0.11% | +4.6% |
| Q4 2022 | $224,231 | +1.0% | 3,833 | 0.0% | 0.11% | -27.0% |
| Q3 2022 | $222,000 | -3.9% | 3,833 | 0.0% | 0.15% | +17.5% |
| Q2 2022 | $231,000 | -40.2% | 3,833 | -24.1% | 0.13% | -38.8% |
| Q1 2022 | $386,000 | -8.5% | 5,048 | 0.0% | 0.21% | -16.9% |
| Q4 2021 | $422,000 | +13.1% | 5,048 | 0.0% | 0.25% | +13.8% |
| Q3 2021 | $373,000 | +1.6% | 5,048 | 0.0% | 0.22% | -0.9% |
| Q2 2021 | $367,000 | +11.6% | 5,048 | 0.0% | 0.22% | -3.5% |
| Q1 2021 | $329,000 | +2.2% | 5,048 | 0.0% | 0.23% | -3.4% |
| Q4 2020 | $322,000 | +10.3% | 5,048 | +300.0% | 0.24% | -3.3% |
| Q3 2020 | $292,000 | +11.5% | 1,262 | 0.0% | 0.24% | +0.8% |
| Q2 2020 | $262,000 | +26.0% | 1,262 | 0.0% | 0.24% | -6.9% |
| Q1 2020 | $208,000 | -14.8% | 1,262 | 0.0% | 0.26% | +14.5% |
| Q4 2019 | $244,000 | +7.5% | 1,262 | 0.0% | 0.23% | -1.7% |
| Q3 2019 | $227,000 | +0.4% | 1,262 | 0.0% | 0.23% | +14.4% |
| Q2 2019 | $226,000 | – | 1,262 | – | 0.20% | – |
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% |