ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 553 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.84 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $132,000 | -29.8% | 2,184 | -11.2% | 0.04% | -25.9% |
| Q1 2022 | $188,000 | -8.7% | 2,460 | 0.0% | 0.06% | -33.3% |
| Q4 2021 | $206,000 | +13.2% | 2,460 | 0.0% | 0.09% | +4.8% |
| Q3 2021 | $182,000 | +1.7% | 2,460 | 0.0% | 0.08% | -3.5% |
| Q2 2021 | $179,000 | +11.9% | 2,460 | 0.0% | 0.09% | +6.2% |
| Q1 2021 | $160,000 | +1.9% | 2,460 | 0.0% | 0.08% | -18.2% |
| Q4 2020 | $157,000 | +10.6% | 2,460 | +300.0% | 0.10% | +5.3% |
| Q3 2020 | $142,000 | +10.9% | 615 | 0.0% | 0.09% | -2.1% |
| Q2 2020 | $128,000 | +25.5% | 615 | 0.0% | 0.10% | +4.3% |
| Q1 2020 | $102,000 | -14.3% | 615 | 0.0% | 0.09% | +5.7% |
| Q4 2019 | $119,000 | +7.2% | 615 | 0.0% | 0.09% | +3.6% |
| Q3 2019 | $111,000 | +0.9% | 615 | 0.0% | 0.08% | -4.5% |
| Q2 2019 | $110,000 | +3.8% | 615 | 0.0% | 0.09% | +6.0% |
| Q1 2019 | $106,000 | +14.0% | 615 | 0.0% | 0.08% | +5.1% |
| Q4 2018 | $93,000 | -13.9% | 615 | 0.0% | 0.08% | -2.5% |
| Q3 2018 | $108,000 | +8.0% | 615 | 0.0% | 0.08% | +5.2% |
| Q2 2018 | $100,000 | +5.3% | 615 | 0.0% | 0.08% | +1.3% |
| Q1 2018 | $95,000 | +1.1% | 615 | 0.0% | 0.08% | +2.7% |
| Q4 2017 | $94,000 | +6.8% | 615 | 0.0% | 0.07% | +2.8% |
| Q3 2017 | $88,000 | +4.8% | 615 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $84,000 | +3.7% | 615 | 0.0% | 0.07% | +1.4% |
| Q1 2017 | $81,000 | +8.0% | 615 | 0.0% | 0.07% | +2.9% |
| Q4 2016 | $75,000 | – | 615 | – | 0.07% | – |
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% |