ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $237,000 | -7.4% | 3,108 | +1.4% | 0.03% | -3.2% |
| Q4 2021 | $256,000 | +13.3% | 3,064 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $226,000 | +9.2% | 3,064 | +185.8% | 0.03% | -47.5% |
| Q4 2019 | $207,000 | -8.4% | 1,072 | -18.0% | 0.06% | -11.9% |
| Q1 2019 | $226,000 | -8.5% | 1,308 | -20.3% | 0.07% | -15.2% |
| Q4 2018 | $247,000 | -15.7% | 1,641 | -1.0% | 0.08% | -7.1% |
| Q3 2018 | $293,000 | +13.6% | 1,657 | +5.1% | 0.08% | +3.7% |
| Q2 2018 | $258,000 | -4.1% | 1,577 | -11.2% | 0.08% | -9.9% |
| Q1 2018 | $269,000 | -5.9% | 1,776 | -1.7% | 0.09% | +2.2% |
| Q4 2017 | $286,000 | +18.7% | 1,806 | +8.6% | 0.09% | -2.2% |
| Q3 2017 | $241,000 | +5.2% | 1,663 | -4.9% | 0.09% | -17.3% |
| Q1 2017 | $229,000 | +8.5% | 1,748 | +3.0% | 0.11% | -10.6% |
| Q4 2016 | $211,000 | – | 1,697 | – | 0.12% | – |
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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% |