ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,309 | +10.8% | 6,406 | +14.1% | 0.02% | +9.5% |
| Q2 2023 | $395,534 | +10.3% | 5,612 | 0.0% | 0.02% | +5.0% |
| Q1 2023 | $358,551 | +9.2% | 5,612 | 0.0% | 0.02% | +5.3% |
| Q4 2022 | $328,302 | +0.1% | 5,612 | -1.2% | 0.02% | -13.6% |
| Q3 2022 | $328,000 | +12.7% | 5,678 | +17.6% | 0.02% | +22.2% |
| Q2 2022 | $291,000 | -21.1% | 4,830 | 0.0% | 0.02% | -25.0% |
| Q1 2022 | $369,000 | -8.7% | 4,830 | 0.0% | 0.02% | -7.7% |
| Q4 2021 | $404,000 | +13.2% | 4,830 | 0.0% | 0.03% | +4.0% |
| Q3 2021 | $357,000 | +1.7% | 4,830 | +0.0% | 0.02% | -10.7% |
| Q2 2021 | $351,000 | +11.8% | 4,829 | 0.0% | 0.03% | -59.4% |
| Q1 2021 | $314,000 | +1.6% | 4,829 | -0.3% | 0.07% | -9.2% |
| Q4 2020 | $309,000 | +12.4% | 4,845 | +306.8% | 0.08% | -8.4% |
| Q3 2020 | $275,000 | +10.0% | 1,191 | -1.3% | 0.08% | +10.7% |
| Q2 2020 | $250,000 | +6.8% | 1,207 | 0.0% | 0.08% | +4.2% |
| Q4 2019 | $234,000 | +7.8% | 1,207 | 0.0% | 0.07% | -13.3% |
| Q3 2019 | $217,000 | +0.5% | 1,207 | 0.0% | 0.08% | -3.5% |
| Q2 2019 | $216,000 | +3.8% | 1,207 | 0.0% | 0.09% | +8.9% |
| Q1 2019 | $208,000 | -1.4% | 1,207 | +1.3% | 0.08% | -4.8% |
| Q3 2018 | $211,000 | – | 1,191 | – | 0.08% | – |
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% |