ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 613 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.87 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $5,400,000 | +100.0% | 91,799 | +107.7% | 0.01% | +80.0% |
Q2 2022 | $2,700,000 | -46.7% | 44,200 | -32.1% | 0.01% | -28.6% |
Q1 2022 | $5,062,000 | +121.3% | 65,133 | +112.2% | 0.01% | +133.3% |
Q3 2021 | $2,287,000 | +166.2% | 30,700 | +160.2% | 0.00% | +200.0% |
Q2 2021 | $859,000 | -23.2% | 11,800 | -32.2% | 0.00% | -50.0% |
Q1 2021 | $1,119,000 | +10.1% | 17,400 | +8.8% | 0.00% | +100.0% |
Q4 2020 | $1,016,000 | -7.8% | 15,987 | +233.1% | 0.00% | -66.7% |
Q3 2020 | $1,102,000 | +9.9% | 4,800 | -2.3% | 0.00% | 0.0% |
Q2 2020 | $1,003,000 | -52.3% | 4,915 | -65.1% | 0.00% | -50.0% |
Q4 2018 | $2,103,000 | -56.5% | 14,100 | -54.8% | 0.01% | -45.5% |
Q2 2018 | $4,837,000 | 0.0% | 31,195 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $4,837,000 | +83.2% | 31,195 | +80.5% | 0.01% | +10.0% |
Q4 2017 | $2,640,000 | -31.9% | 17,284 | -36.1% | 0.01% | -33.3% |
Q3 2017 | $3,876,000 | -37.9% | 27,029 | -40.8% | 0.02% | -48.3% |
Q2 2017 | $6,241,000 | – | 45,691 | – | 0.03% | – |
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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% |