ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 826 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.46 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $19,262 | -2.6% | 281,519 | +0.2% | 8.29% | +0.5% |
Q2 2023 | $19,776 | +9.3% | 280,836 | -0.8% | 8.25% | +1.1% |
Q1 2023 | $18,088 | +11.7% | 283,110 | +2.3% | 8.16% | +9.8% |
Q4 2022 | $16,189 | -99.9% | 276,728 | +1.6% | 7.43% | -4.8% |
Q3 2022 | $15,745,000 | +4.3% | 272,303 | +8.8% | 7.80% | +2.9% |
Q2 2022 | $15,098,000 | -13.4% | 250,190 | +11.6% | 7.58% | -13.4% |
Q1 2022 | $17,428,000 | -9.2% | 224,263 | -2.2% | 8.76% | +2.9% |
Q4 2021 | $19,189,000 | +14.0% | 229,361 | +0.7% | 8.51% | +5.2% |
Q3 2021 | $16,835,000 | +1.8% | 227,738 | +0.3% | 8.09% | +3.6% |
Q2 2021 | $16,538,000 | +24.7% | 227,138 | +11.5% | 7.81% | +19.8% |
Q1 2021 | $13,258,000 | +1.8% | 203,644 | -0.2% | 6.52% | -13.7% |
Q4 2020 | $13,027,000 | +9.9% | 204,136 | +298.0% | 7.55% | +7.8% |
Q3 2020 | $11,854,000 | +10.0% | 51,285 | -1.3% | 7.00% | -5.4% |
Q2 2020 | $10,777,000 | +38.7% | 51,964 | +10.4% | 7.41% | +14.7% |
Q1 2020 | $7,768,000 | -15.4% | 47,052 | -0.7% | 6.46% | -5.2% |
Q4 2019 | $9,179,000 | +7.4% | 47,404 | -0.2% | 6.82% | -0.9% |
Q3 2019 | $8,550,000 | -4.1% | 47,480 | -4.6% | 6.88% | +3.6% |
Q2 2019 | $8,919,000 | +3.3% | 49,791 | -0.6% | 6.64% | -0.8% |
Q1 2019 | $8,632,000 | +13.1% | 50,087 | -1.2% | 6.69% | -5.4% |
Q4 2018 | $7,634,000 | – | 50,718 | – | 7.07% | – |
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% |