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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,387,560 | -27.0% | 20,280 | -24.8% | 0.60% | -22.6% |
| Q2 2023 | $1,900,216 | +7.2% | 26,961 | -2.9% | 0.78% | +3.0% |
| Q1 2023 | $1,773,370 | +5.2% | 27,757 | -3.7% | 0.76% | +0.8% |
| Q4 2022 | $1,685,409 | +1.4% | 28,810 | +0.3% | 0.75% | +3.6% |
| Q3 2022 | $1,662,000 | -7.0% | 28,732 | -2.9% | 0.73% | -8.8% |
| Q2 2022 | $1,787,000 | -67.0% | 29,602 | -58.2% | 0.80% | -24.3% |
| Q1 2022 | $5,410,000 | +118.5% | 70,820 | +139.3% | 1.05% | +9.2% |
| Q4 2021 | $2,476,000 | +14.5% | 29,598 | +1.2% | 0.96% | +3.0% |
| Q3 2021 | $2,162,000 | +9.5% | 29,246 | +7.7% | 0.94% | +7.8% |
| Q2 2021 | $1,975,000 | +9.2% | 27,162 | -2.2% | 0.87% | +0.1% |
| Q1 2021 | $1,808,000 | +8.4% | 27,765 | +6.2% | 0.87% | +8.1% |
| Q4 2020 | $1,668,000 | +25.4% | 26,135 | +354.2% | 0.80% | +5.1% |
| Q3 2020 | $1,330,000 | +11.0% | 5,754 | -0.3% | 0.76% | +2.7% |
| Q2 2020 | $1,198,000 | +31.5% | 5,772 | +4.5% | 0.74% | +10.1% |
| Q1 2020 | $911,000 | -8.9% | 5,521 | +6.9% | 0.68% | +13.1% |
| Q4 2019 | $1,000,000 | +8.8% | 5,165 | +1.2% | 0.60% | +1.7% |
| Q3 2019 | $919,000 | -6.1% | 5,103 | -6.6% | 0.59% | +138.6% |
| Q2 2019 | $979,000 | +5.8% | 5,462 | +1.7% | 0.25% | -61.0% |
| Q1 2019 | $925,000 | -0.4% | 5,370 | -13.0% | 0.63% | +5.0% |
| Q4 2018 | $929,000 | -5.7% | 6,169 | +10.9% | 0.60% | -9.9% |
| Q3 2018 | $985,000 | +15.7% | 5,561 | +6.2% | 0.67% | +13.4% |
| Q2 2018 | $851,000 | +9.8% | 5,234 | +4.7% | 0.59% | +7.1% |
| Q1 2018 | $775,000 | +3.6% | 4,997 | +2.1% | 0.55% | +13.7% |
| Q4 2017 | $748,000 | – | 4,896 | – | 0.48% | – |
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% |