ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 975 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,836,019 | +4.0% | 70,681 | +7.1% | 0.32% | -3.3% |
| Q2 2023 | $4,650,852 | +26.0% | 65,988 | +14.2% | 0.33% | +16.2% |
| Q1 2023 | $3,690,419 | -5.6% | 57,762 | -13.6% | 0.28% | -12.9% |
| Q4 2022 | $3,910,627 | +107.6% | 66,848 | +105.3% | 0.33% | +64.6% |
| Q3 2022 | $1,884,000 | +16.9% | 32,565 | +22.0% | 0.20% | +35.6% |
| Q2 2022 | $1,611,000 | -16.1% | 26,700 | +6.2% | 0.15% | -6.4% |
| Q1 2022 | $1,921,000 | -5.2% | 25,152 | +3.8% | 0.16% | +6.8% |
| Q4 2021 | $2,027,000 | +527.6% | 24,229 | +445.9% | 0.15% | +403.4% |
| Q2 2021 | $323,000 | +0.6% | 4,438 | -9.9% | 0.03% | -14.7% |
| Q1 2021 | $321,000 | +322.4% | 4,926 | +968.5% | 0.03% | -37.0% |
| Q1 2020 | $76,000 | -72.4% | 461 | -69.8% | 0.05% | -48.6% |
| Q3 2019 | $275,000 | +0.7% | 1,527 | +0.3% | 0.10% | -3.7% |
| Q2 2019 | $273,000 | +4.6% | 1,522 | +0.4% | 0.11% | -22.7% |
| Q1 2019 | $261,000 | +14.5% | 1,516 | +0.3% | 0.14% | -7.2% |
| Q4 2018 | $228,000 | – | 1,511 | – | 0.15% | – |
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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% |