ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 983 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.17 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $458,453 | -3.4% | 6,701 | -0.5% | 0.06% | 0.0% |
| Q2 2023 | $474,723 | +10.3% | 6,736 | 0.0% | 0.06% | +1.6% |
| Q1 2023 | $430,336 | +7.2% | 6,736 | -1.8% | 0.06% | +5.1% |
| Q4 2022 | $401,344 | +0.8% | 6,861 | -0.2% | 0.06% | -3.3% |
| Q3 2022 | $398,000 | -6.6% | 6,876 | -2.6% | 0.06% | +10.9% |
| Q2 2022 | $426,000 | -21.8% | 7,062 | -1.1% | 0.06% | -5.2% |
| Q1 2022 | $545,000 | -7.8% | 7,137 | +1.1% | 0.06% | 0.0% |
| Q4 2021 | $591,000 | +13.9% | 7,061 | +0.5% | 0.06% | +3.6% |
| Q3 2021 | $519,000 | +11.1% | 7,026 | +9.5% | 0.06% | +9.8% |
| Q2 2021 | $467,000 | -48.8% | 6,416 | -52.6% | 0.05% | +4.1% |
| Q1 2021 | $912,000 | +149.9% | 13,542 | +136.5% | 0.05% | +14.0% |
| Q4 2020 | $365,000 | +34.2% | 5,726 | +21.7% | 0.04% | +19.4% |
| Q3 2020 | $272,000 | +7.9% | 4,704 | +286.8% | 0.04% | 0.0% |
| Q2 2020 | $252,000 | – | 1,216 | – | 0.04% | – |
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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% |