ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 932 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.20 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $11,303,000 | -30.3% | 177,103 | +152.2% | 1.69% | -43.0% |
| Q3 2020 | $16,225,000 | -20.1% | 70,212 | -28.3% | 2.97% | -37.7% |
| Q2 2020 | $20,318,000 | -23.0% | 97,922 | -38.8% | 4.76% | -58.0% |
| Q1 2020 | $26,395,000 | -11.6% | 159,919 | +3.7% | 11.34% | +42.9% |
| Q4 2019 | $29,855,000 | +8.5% | 154,177 | +0.8% | 7.93% | -8.7% |
| Q3 2019 | $27,524,000 | +0.4% | 152,887 | 0.0% | 8.69% | -13.3% |
| Q2 2019 | $27,403,000 | +2.0% | 152,887 | +0.4% | 10.02% | +8.5% |
| Q1 2019 | $26,863,000 | +16.9% | 152,335 | -0.1% | 9.24% | +16.1% |
| Q4 2018 | $22,986,000 | -14.5% | 152,560 | +0.5% | 7.96% | +0.2% |
| Q3 2018 | $26,883,000 | – | 151,736 | – | 7.95% | – |
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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% |