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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,643,000 | -2.9% | 25,791 | -3.3% | 1.72% | -6.6% |
| Q2 2019 | $4,781,000 | -0.1% | 26,674 | -3.9% | 1.85% | -1.0% |
| Q1 2019 | $4,786,000 | +8.7% | 27,769 | -5.0% | 1.86% | -9.2% |
| Q4 2018 | $4,403,000 | -6.9% | 29,228 | -15.1% | 2.05% | -15.9% |
| Q2 2017 | $4,731,000 | -12.4% | 34,409 | -16.4% | 2.44% | -13.9% |
| Q1 2017 | $5,401,000 | -14.9% | 41,166 | -19.3% | 2.83% | -21.2% |
| Q4 2016 | $6,349,000 | -33.3% | 51,013 | -35.2% | 3.60% | -38.6% |
| Q3 2016 | $9,517,000 | – | 78,764 | – | 5.86% | – |
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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% |