ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 705 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.50 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $550,000 | -25.7% | 9,112 | -5.9% | 0.04% | -16.7% |
| Q1 2022 | $740,000 | +73.7% | 9,688 | +90.5% | 0.05% | +77.8% |
| Q4 2021 | $426,000 | +68.4% | 5,086 | +48.6% | 0.03% | +50.0% |
| Q3 2021 | $253,000 | +1.2% | 3,422 | -0.3% | 0.02% | 0.0% |
| Q2 2021 | $250,000 | +2.5% | 3,433 | -8.5% | 0.02% | -10.0% |
| Q1 2021 | $244,000 | -10.0% | 3,752 | -11.5% | 0.02% | -16.7% |
| Q4 2020 | $271,000 | -2.9% | 4,240 | +250.7% | 0.02% | -17.2% |
| Q3 2020 | $279,000 | +11.2% | 1,209 | 0.0% | 0.03% | +3.6% |
| Q2 2020 | $251,000 | +7.7% | 1,209 | -14.2% | 0.03% | -12.5% |
| Q1 2020 | $233,000 | -65.6% | 1,409 | -59.7% | 0.03% | -60.5% |
| Q4 2019 | $677,000 | +50.4% | 3,498 | +40.0% | 0.08% | +32.8% |
| Q3 2019 | $450,000 | -22.8% | 2,498 | -23.1% | 0.06% | -28.2% |
| Q2 2019 | $583,000 | +0.2% | 3,250 | -3.8% | 0.08% | -8.6% |
| Q1 2019 | $582,000 | +15.2% | 3,379 | +0.9% | 0.09% | -4.1% |
| Q4 2018 | $505,000 | -17.1% | 3,349 | -2.6% | 0.10% | -17.1% |
| Q3 2018 | $609,000 | +15.1% | 3,438 | +5.6% | 0.12% | -17.0% |
| Q2 2018 | $529,000 | +37.4% | 3,256 | +30.9% | 0.14% | -6.6% |
| Q1 2018 | $385,000 | +10.0% | 2,487 | +8.7% | 0.15% | -5.6% |
| Q4 2017 | $350,000 | – | 2,287 | – | 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% |