ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,119 | +5.6% | 8,581 | +8.8% | 0.12% | +2.7% |
| Q2 2023 | $555,812 | +8.8% | 7,886 | -1.4% | 0.11% | +6.6% |
| Q1 2023 | $511,062 | +11.5% | 7,999 | +9.7% | 0.11% | +9.3% |
| Q4 2022 | $458,295 | -28.8% | 7,294 | -34.4% | 0.10% | -40.1% |
| Q3 2022 | $644,000 | -4.9% | 11,126 | -0.8% | 0.16% | +1.9% |
| Q2 2022 | $677,000 | -28.0% | 11,214 | -8.9% | 0.16% | -14.1% |
| Q1 2022 | $940,000 | -36.5% | 12,312 | -30.4% | 0.18% | -33.2% |
| Q4 2021 | $1,480,000 | +5.6% | 17,690 | -6.7% | 0.28% | -3.5% |
| Q3 2021 | $1,401,000 | -5.1% | 18,960 | -6.6% | 0.29% | -5.0% |
| Q2 2021 | $1,477,000 | +9.1% | 20,307 | -2.3% | 0.30% | +3.1% |
| Q1 2021 | $1,354,000 | -3.6% | 20,794 | -5.6% | 0.29% | -15.8% |
| Q4 2020 | $1,405,000 | +140400.0% | 22,019 | +317.7% | 0.35% | +4.5% |
| Q3 2020 | $1,000 | -99.9% | 5,271 | -8.1% | 0.33% | -5.4% |
| Q2 2020 | $1,190,000 | -13.9% | 5,736 | -31.5% | 0.35% | -29.0% |
| Q1 2020 | $1,382,000 | +5.7% | 8,371 | +23.9% | 0.50% | +32.3% |
| Q4 2019 | $1,308,000 | +14.1% | 6,756 | +5.6% | 0.38% | -17.8% |
| Q3 2019 | $1,146,000 | – | 6,400 | – | 0.46% | – |
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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% |