ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,120 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.17 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2021 | $2,755,000 | +6.1% | 37,277 | +4.4% | 0.18% | +5.1% |
Q2 2021 | $2,597,000 | +10.1% | 35,711 | -1.4% | 0.18% | +1.7% |
Q1 2021 | $2,359,000 | +5.3% | 36,224 | +3.2% | 0.17% | 0.0% |
Q4 2020 | $2,241,000 | +10.6% | 35,117 | +5.0% | 0.17% | -2.8% |
Q3 2020 | $2,026,000 | +22.7% | 33,452 | +320.5% | 0.18% | +11.3% |
Q2 2020 | $1,651,000 | +39.0% | 7,955 | +10.5% | 0.16% | +16.9% |
Q1 2020 | $1,188,000 | +17.6% | 7,196 | +38.0% | 0.14% | +44.7% |
Q4 2019 | $1,010,000 | -20.2% | 5,214 | -25.9% | 0.09% | -30.4% |
Q3 2019 | $1,266,000 | -39.9% | 7,032 | -40.1% | 0.14% | -38.4% |
Q2 2019 | $2,106,000 | +2.1% | 11,747 | -1.8% | 0.22% | -2.7% |
Q1 2019 | $2,062,000 | -7.6% | 11,963 | -19.2% | 0.22% | -18.8% |
Q4 2018 | $2,232,000 | – | 14,811 | – | 0.28% | – |
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% |