ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $976,000 | -40.0% | 5,664 | -47.6% | 0.05% | -46.6% |
| Q4 2018 | $1,628,000 | -51.5% | 10,804 | -43.0% | 0.09% | -27.3% |
| Q3 2018 | $3,356,000 | +135.8% | 18,942 | +116.5% | 0.12% | +152.1% |
| Q2 2018 | $1,423,000 | +27.2% | 8,750 | +21.2% | 0.05% | +23.1% |
| Q1 2018 | $1,119,000 | -29.7% | 7,218 | -30.7% | 0.04% | -29.1% |
| Q4 2017 | $1,591,000 | +42.9% | 10,415 | +34.2% | 0.06% | +37.5% |
| Q3 2017 | $1,113,000 | – | 7,760 | – | 0.04% | – |
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% |