ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $3,995,000 | -54.4% | 66,200 | -36.8% | 3.41% | -9.7% |
| Q4 2021 | $8,768,000 | +11.3% | 104,800 | -1.7% | 3.78% | +3.4% |
| Q3 2021 | $7,878,000 | -41.9% | 106,600 | -42.9% | 3.65% | -48.1% |
| Q2 2021 | $13,571,000 | +10.0% | 186,600 | +249.4% | 7.04% | -3.5% |
| Q3 2020 | $12,339,000 | +98.8% | 53,400 | +29.6% | 7.30% | +136.4% |
| Q4 2018 | $6,207,000 | -7.6% | 41,200 | +8.7% | 3.09% | -8.4% |
| Q3 2018 | $6,714,000 | +11.6% | 37,900 | +2.4% | 3.37% | +79.4% |
| Q2 2018 | $6,016,000 | +4.9% | 37,000 | 0.0% | 1.88% | +6.5% |
| Q1 2018 | $5,737,000 | -2.8% | 37,000 | -17.6% | 1.76% | -50.3% |
| Q1 2017 | $5,905,000 | – | 44,900 | – | 3.55% | – |
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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% |