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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $439,000 | +3.3% | 6,739 | +1.3% | 0.13% | -10.6% |
Q4 2020 | $425,000 | +10.7% | 6,652 | +300.0% | 0.14% | -1.4% |
Q3 2020 | $384,000 | +11.3% | 1,663 | 0.0% | 0.14% | +0.7% |
Q2 2020 | $345,000 | +31.2% | 1,663 | +4.4% | 0.14% | +7.5% |
Q1 2020 | $263,000 | -15.7% | 1,593 | -1.2% | 0.13% | +5.6% |
Q4 2019 | $312,000 | +9.9% | 1,613 | +2.3% | 0.13% | +7.7% |
Q3 2019 | $284,000 | +0.4% | 1,577 | 0.0% | 0.12% | -1.7% |
Q2 2019 | $283,000 | +5.2% | 1,577 | +1.0% | 0.12% | +10.2% |
Q1 2019 | $269,000 | +26.3% | 1,562 | +10.6% | 0.11% | +22.7% |
Q4 2018 | $213,000 | -3.6% | 1,412 | +3.9% | 0.09% | -2.2% |
Q3 2018 | $221,000 | -4.7% | 1,359 | -4.9% | 0.09% | +2.3% |
Q2 2018 | $232,000 | +41.5% | 1,429 | +35.3% | 0.09% | +44.3% |
Q1 2018 | $164,000 | +228.0% | 1,056 | +224.9% | 0.06% | +238.9% |
Q4 2017 | $50,000 | +6.4% | 325 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $47,000 | +6.8% | 325 | 0.0% | 0.02% | 0.0% |
Q2 2017 | $44,000 | +2.3% | 325 | 0.0% | 0.02% | -5.3% |
Q1 2017 | $43,000 | +7.5% | 325 | 0.0% | 0.02% | +5.6% |
Q4 2016 | $40,000 | 0.0% | 325 | 0.0% | 0.02% | -5.3% |
Q3 2016 | $40,000 | +5.3% | 325 | 0.0% | 0.02% | +5.6% |
Q2 2016 | $38,000 | +2.7% | 325 | 0.0% | 0.02% | 0.0% |
Q1 2016 | $37,000 | 0.0% | 325 | 0.0% | 0.02% | +12.5% |
Q4 2015 | $37,000 | – | 325 | – | 0.02% | – |
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% |