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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,431,000 | -0.1% | 19,365 | -1.7% | 0.22% | -1.3% |
| Q2 2021 | $1,432,000 | +11.7% | 19,693 | 0.0% | 0.23% | -14.9% |
| Q1 2021 | $1,282,000 | -3.8% | 19,693 | -5.6% | 0.27% | -16.0% |
| Q4 2020 | $1,332,000 | +10.5% | 20,872 | +300.0% | 0.32% | -6.7% |
| Q3 2020 | $1,205,000 | +11.4% | 5,218 | 0.0% | 0.34% | +20.4% |
| Q2 2020 | $1,082,000 | +108.9% | 5,218 | +66.2% | 0.28% | +70.1% |
| Q1 2020 | $518,000 | -14.7% | 3,139 | 0.0% | 0.17% | -4.6% |
| Q4 2019 | $607,000 | +7.4% | 3,139 | 0.0% | 0.18% | -0.6% |
| Q3 2019 | $565,000 | +0.5% | 3,139 | 0.0% | 0.18% | -1.7% |
| Q2 2019 | $562,000 | +3.9% | 3,139 | 0.0% | 0.18% | -1.1% |
| Q1 2019 | $541,000 | +14.6% | 3,139 | 0.0% | 0.18% | -2.2% |
| Q4 2018 | $472,000 | -15.1% | 3,139 | 0.0% | 0.18% | -20.9% |
| Q3 2018 | $556,000 | +9.0% | 3,139 | 0.0% | 0.23% | +32.2% |
| Q2 2018 | $510,000 | +4.7% | 3,139 | 0.0% | 0.18% | -4.8% |
| Q1 2018 | $487,000 | +1.5% | 3,139 | 0.0% | 0.19% | +17.0% |
| Q4 2017 | $480,000 | – | 3,139 | – | 0.16% | – |
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% |