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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $2,477,000 | -21.0% | 41,052 | 0.0% | 0.19% | -9.2% |
| Q1 2022 | $3,136,000 | -8.7% | 41,052 | 0.0% | 0.21% | -9.2% |
| Q4 2021 | $3,435,000 | +13.2% | 41,052 | 0.0% | 0.23% | +2.7% |
| Q3 2021 | $3,034,000 | -0.7% | 41,052 | -2.3% | 0.22% | -0.4% |
| Q2 2021 | $3,055,000 | +11.7% | 42,004 | 0.0% | 0.22% | -4.7% |
| Q1 2021 | $2,735,000 | +2.0% | 42,004 | 0.0% | 0.23% | -12.7% |
| Q4 2020 | $2,681,000 | +7.9% | 42,004 | +290.6% | 0.27% | -6.3% |
| Q3 2020 | $2,485,000 | -12.7% | 10,754 | -21.6% | 0.29% | -17.6% |
| Q2 2020 | $2,846,000 | -6.1% | 13,716 | -25.3% | 0.35% | -27.4% |
| Q1 2020 | $3,032,000 | -33.6% | 18,366 | -22.1% | 0.48% | -17.6% |
| Q4 2019 | $4,564,000 | +4.1% | 23,571 | -3.2% | 0.58% | -6.6% |
| Q3 2019 | $4,384,000 | -5.6% | 24,350 | -6.0% | 0.62% | -12.8% |
| Q2 2019 | $4,643,000 | -2.9% | 25,902 | -6.7% | 0.71% | -8.4% |
| Q1 2019 | $4,782,000 | +4.0% | 27,748 | -9.0% | 0.78% | -5.1% |
| Q4 2018 | $4,596,000 | -21.4% | 30,506 | -7.6% | 0.82% | -15.8% |
| Q3 2018 | $5,851,000 | +9.0% | 33,026 | 0.0% | 0.97% | +3.8% |
| Q2 2018 | $5,370,000 | +42.5% | 33,026 | +35.9% | 0.94% | +34.8% |
| Q1 2018 | $3,768,000 | +1.3% | 24,301 | -0.2% | 0.70% | +9.8% |
| Q4 2017 | $3,720,000 | +11.0% | 24,351 | +4.2% | 0.63% | -0.2% |
| Q3 2017 | $3,351,000 | -8.2% | 23,368 | -12.4% | 0.63% | +13.2% |
| Q2 2017 | $3,652,000 | +6.7% | 26,687 | +2.5% | 0.56% | +4.9% |
| Q1 2017 | $3,424,000 | +7.2% | 26,034 | -0.8% | 0.53% | -5.3% |
| Q4 2016 | $3,195,000 | -0.3% | 26,232 | -0.5% | 0.56% | -5.1% |
| Q3 2016 | $3,206,000 | – | 26,356 | – | 0.59% | – |
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% |