ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 733 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.44 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,679 | -2.9% | 273 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $19,242 | +59.3% | 273 | +44.4% | 0.00% | +50.0% |
| Q1 2023 | $12,076 | +9.2% | 189 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,056 | +0.5% | 189 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 189 | -5.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 199 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -11.8% | 199 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $17,000 | +13.3% | 199 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $15,000 | +7.1% | 199 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $14,000 | +7.7% | 199 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | -23.5% | 199 | -25.7% | 0.00% | -33.3% |
| Q4 2020 | $17,000 | +13.3% | 268 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 67 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | +27.3% | 67 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -26.7% | 67 | -13.0% | 0.00% | 0.0% |
| Q4 2019 | $15,000 | -11.8% | 77 | -17.2% | 0.00% | -25.0% |
| Q3 2019 | $17,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | +6.2% | 93 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 93 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 93 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $15,000 | +7.1% | 93 | 0.0% | 0.00% | +33.3% |
| Q1 2018 | $14,000 | 0.0% | 93 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | – | 93 | – | 0.00% | – |
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% |