ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $260,841 | -2.9% | 3,812 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $268,695 | -4.7% | 3,812 | +161.6% | 0.01% | -71.1% |
| Q4 2019 | $282,000 | -82.8% | 1,457 | -84.0% | 0.04% | -84.1% |
| Q3 2019 | $1,642,000 | +10.1% | 9,118 | +9.6% | 0.28% | -0.7% |
| Q2 2019 | $1,491,000 | +42.8% | 8,319 | +37.4% | 0.28% | +37.0% |
| Q1 2019 | $1,044,000 | – | 6,055 | – | 0.21% | – |
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% |