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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $104,000 | -1.0% | 1,799 | +3.6% | 0.01% | +16.7% |
| Q2 2022 | $105,000 | -67.7% | 1,737 | -59.2% | 0.01% | -65.7% |
| Q1 2022 | $325,000 | +51.2% | 4,254 | +65.5% | 0.04% | +52.2% |
| Q4 2021 | $215,000 | +13.2% | 2,571 | 0.0% | 0.02% | +9.5% |
| Q3 2021 | $190,000 | +1.6% | 2,571 | +0.0% | 0.02% | 0.0% |
| Q2 2021 | $187,000 | +12.0% | 2,570 | +0.0% | 0.02% | -16.0% |
| Q1 2021 | $167,000 | +1.8% | 2,569 | +0.0% | 0.02% | -13.8% |
| Q4 2020 | $164,000 | +10.8% | 2,568 | +300.0% | 0.03% | -6.5% |
| Q3 2020 | $148,000 | +2.8% | 642 | +0.2% | 0.03% | 0.0% |
| Q2 2020 | $144,000 | +21.0% | 641 | +0.9% | 0.03% | -3.1% |
| Q1 2020 | $119,000 | -22.7% | 635 | -14.8% | 0.03% | -11.1% |
| Q4 2019 | $154,000 | – | 745 | – | 0.04% | – |
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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% |