ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 867 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $305,000 | +21.0% | 1,472 | -3.6% | 0.13% | -0.8% |
| Q1 2020 | $252,000 | -14.6% | 1,527 | 0.0% | 0.13% | +5.8% |
| Q4 2019 | $295,000 | +7.3% | 1,527 | 0.0% | 0.12% | 0.0% |
| Q3 2019 | $275,000 | -25.3% | 1,527 | -25.7% | 0.12% | -26.2% |
| Q2 2019 | $368,000 | +3.4% | 2,054 | -0.5% | 0.16% | +0.6% |
| Q1 2019 | $356,000 | +4.1% | 2,064 | -9.0% | 0.16% | -8.9% |
| Q4 2018 | $342,000 | -13.4% | 2,267 | -6.8% | 0.18% | -9.6% |
| Q2 2018 | $395,000 | +0.3% | 2,432 | -4.5% | 0.20% | -1.5% |
| Q1 2018 | $394,000 | +86.7% | 2,546 | +90.4% | 0.20% | +7.5% |
| Q4 2017 | $211,000 | – | 1,337 | – | 0.19% | – |
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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% |