ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 429 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.32 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,696 | +96940.4% | 3,021 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $213 | -99.9% | 3,021 | -10.1% | 0.03% | -17.1% |
| Q1 2022 | $257,000 | -8.5% | 3,360 | 0.0% | 0.04% | -7.9% |
| Q4 2021 | $281,000 | +13.3% | 3,360 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $248,000 | +1.6% | 3,360 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $244,000 | +11.4% | 3,360 | 0.0% | 0.04% | +8.6% |
| Q1 2021 | $219,000 | +2.3% | 3,360 | 0.0% | 0.04% | -2.8% |
| Q4 2020 | $214,000 | -11.6% | 3,360 | +61.6% | 0.04% | -57.6% |
| Q2 2016 | $242,000 | +0.4% | 2,079 | 0.0% | 0.08% | +1.2% |
| Q1 2016 | $241,000 | 0.0% | 2,079 | 0.0% | 0.08% | -5.6% |
| Q4 2015 | $241,000 | +19.3% | 2,079 | +17.0% | 0.09% | +18.7% |
| Q2 2015 | $202,000 | – | 1,777 | – | 0.08% | – |
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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% |