ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 848 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.85 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $61,557,000 | -0.0% | 266,390 | -10.2% | 9.87% | -7.9% |
| Q2 2020 | $61,581,000 | +29.1% | 296,789 | +2.7% | 10.71% | +9.5% |
| Q1 2020 | $47,700,000 | +7.6% | 289,000 | +26.2% | 9.78% | +25.6% |
| Q4 2019 | $44,328,000 | +13.0% | 228,921 | +5.1% | 7.79% | +8.3% |
| Q3 2019 | $39,230,000 | +11.1% | 217,909 | +10.6% | 7.19% | +11.2% |
| Q2 2019 | $35,315,000 | +9.1% | 197,029 | +4.9% | 6.47% | +3.1% |
| Q1 2019 | $32,381,000 | +72.6% | 187,866 | +50.8% | 6.27% | +47.2% |
| Q4 2018 | $18,766,000 | -27.6% | 124,552 | -14.9% | 4.26% | -22.9% |
| Q3 2018 | $25,934,000 | +163.0% | 146,378 | +141.4% | 5.52% | +155.7% |
| Q2 2018 | $9,859,000 | – | 60,629 | – | 2.16% | – |
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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% |