ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,271,928 | -2.9% | 18,590 | 0.0% | 0.30% | -1.3% |
| Q2 2023 | $1,310,223 | +10.3% | 18,590 | 0.0% | 0.30% | +22.5% |
| Q1 2023 | $1,187,715 | +9.2% | 18,590 | 0.0% | 0.24% | +2.5% |
| Q4 2022 | $1,087,515 | +2.7% | 18,590 | +1.5% | 0.24% | -23.2% |
| Q3 2022 | $1,059,000 | +90.8% | 18,309 | +99.0% | 0.31% | +100.0% |
| Q2 2022 | $555,000 | -20.4% | 9,201 | +0.8% | 0.16% | -12.9% |
| Q1 2022 | $697,000 | -8.0% | 9,124 | +0.7% | 0.18% | -1.7% |
| Q4 2021 | $758,000 | +13.1% | 9,060 | 0.0% | 0.18% | +4.6% |
| Q3 2021 | $670,000 | +3.1% | 9,060 | +1.3% | 0.17% | +3.0% |
| Q2 2021 | $650,000 | +11.7% | 8,944 | 0.0% | 0.17% | +18.3% |
| Q1 2021 | $582,000 | +1.9% | 8,944 | 0.0% | 0.14% | -10.7% |
| Q4 2020 | $571,000 | +10.4% | 8,944 | +300.0% | 0.16% | -8.1% |
| Q3 2020 | $517,000 | +11.4% | 2,236 | 0.0% | 0.17% | +8.8% |
| Q2 2020 | $464,000 | +25.7% | 2,236 | 0.0% | 0.16% | +17.8% |
| Q1 2020 | $369,000 | +61.8% | 2,236 | +90.1% | 0.14% | +98.5% |
| Q4 2019 | $228,000 | +7.5% | 1,176 | 0.0% | 0.07% | +3.0% |
| Q3 2019 | $212,000 | +0.5% | 1,176 | 0.0% | 0.07% | -10.8% |
| Q2 2019 | $211,000 | -41.1% | 1,176 | -43.4% | 0.07% | -45.2% |
| Q1 2019 | $358,000 | +65.0% | 2,076 | +44.4% | 0.14% | +43.6% |
| Q4 2018 | $217,000 | – | 1,438 | – | 0.09% | – |
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% |