ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 749 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.79 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $486,329 | -25.0% | 7,108 | -22.8% | 0.01% | -20.0% |
Q2 2023 | $648,627 | +49.4% | 9,203 | +35.4% | 0.01% | +42.9% |
Q1 2023 | $434,196 | -5.3% | 6,796 | -13.3% | 0.01% | -12.5% |
Q4 2022 | $458,465 | +1.2% | 7,837 | 0.0% | 0.01% | -11.1% |
Q3 2022 | $453,000 | -4.2% | 7,837 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $473,000 | -25.7% | 7,837 | -6.0% | 0.01% | -10.0% |
Q1 2022 | $637,000 | +15.0% | 8,337 | +25.9% | 0.01% | +25.0% |
Q4 2021 | $554,000 | +11.5% | 6,620 | -1.5% | 0.01% | 0.0% |
Q3 2021 | $497,000 | +1.6% | 6,720 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $489,000 | +6.3% | 6,720 | -4.8% | 0.01% | 0.0% |
Q1 2021 | $460,000 | -0.6% | 7,060 | -2.8% | 0.01% | -11.1% |
Q4 2020 | $463,000 | +10.5% | 7,260 | +300.0% | 0.01% | 0.0% |
Q3 2020 | $419,000 | +8.3% | 1,815 | -2.7% | 0.01% | 0.0% |
Q2 2020 | $387,000 | +26.1% | 1,865 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $307,000 | -0.3% | 1,865 | +17.3% | 0.01% | +28.6% |
Q4 2019 | $308,000 | +7.7% | 1,590 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $286,000 | +0.4% | 1,590 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $285,000 | +4.0% | 1,590 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $274,000 | +14.2% | 1,590 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $240,000 | -14.9% | 1,590 | 0.0% | 0.01% | 0.0% |
Q3 2018 | $282,000 | +8.9% | 1,590 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $259,000 | +4.9% | 1,590 | 0.0% | 0.01% | +16.7% |
Q1 2018 | $247,000 | -11.5% | 1,590 | -13.1% | 0.01% | -14.3% |
Q4 2017 | $279,000 | – | 1,830 | – | 0.01% | – |
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% |