ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $329,000 | +13.4% | 3,928 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $290,000 | +1.4% | 3,928 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $286,000 | +11.7% | 3,928 | 0.0% | 0.04% | -8.7% |
| Q1 2021 | $256,000 | +2.0% | 3,928 | 0.0% | 0.05% | -11.5% |
| Q4 2020 | $251,000 | +10.6% | 3,928 | +300.0% | 0.05% | -7.1% |
| Q3 2020 | $227,000 | -15.3% | 982 | -24.0% | 0.06% | -24.3% |
| Q2 2020 | $268,000 | +25.8% | 1,292 | 0.0% | 0.07% | +5.7% |
| Q1 2020 | $213,000 | -56.0% | 1,292 | -48.4% | 0.07% | -45.3% |
| Q4 2019 | $484,000 | +7.6% | 2,502 | 0.0% | 0.13% | -2.3% |
| Q3 2019 | $450,000 | +0.4% | 2,502 | 0.0% | 0.13% | -7.7% |
| Q2 2019 | $448,000 | +3.9% | 2,502 | 0.0% | 0.14% | -7.2% |
| Q1 2019 | $431,000 | +191.2% | 2,502 | +154.8% | 0.15% | +115.5% |
| Q4 2018 | $148,000 | -2.6% | 982 | 0.0% | 0.07% | +16.4% |
| Q1 2018 | $152,000 | +35.7% | 982 | -2.6% | 0.06% | -25.6% |
| Q4 2014 | $112,000 | – | 1,008 | – | 0.08% | – |
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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% |